|
⚲
|
| Means Investment Co Inc
✚
|
|
|---|---|
| CRD # | 2748 |
| SEC # | 801-80992 |
| CIK # | 0000701516 |
| AUM | $1.6 B (2026-03-13) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 207-947-6763 |
| Address | 802 Stillwater Ave Bangor, ME 04401-3614 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000701516 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 75.4 | ||
| Nvidia Corp | 45.8 | ||
| Amazon Com Inc | 39.9 | ||
| Microsoft Corp | 38.7 | ||
| Alphabet Inc | 24.6 | ||
| J P Morgan Chase & Co | 19.2 | ||
| Facebook Inc | 18.1 | ||
| Fidelity Wise Origin Bitcoin Fund | 17.6 | ||
| Palantir Technologies Inc | 12.3 | ||
| Lam Research Corp | 12.1 | ||
| Tesla Motors Inc | 10.1 | ||
| Chevron Corp | 8.5 | ||
| Broadcom Inc | 8.5 | ||
| Berkley W R Corp | 8.4 | ||
| Bank of America Corp /DE/ | 5.7 | ||
| Wal Mart Stores Inc | 5.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Penobscot Associates Inc | 2022-09-16 | 8.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 908 | 320.8 |
| (b) Individuals (high net worth individuals) | 394 | 1,090.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 107.9 |
| (h) Charitable organizations | 16 | 43.4 |
| (i) State or municipal government entities | 3 | 0.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 31.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,520 | 1,594.6 |
| By Discretionary | ||
| Discretionary | 3,447 | 1,417.1 |
| Non-Discretionary | 73 | 177.6 |
| Total | 3,520 | 1,594.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,594.0 | |
| Total | 3,520 | 1,594.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000701516] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ISC Advisors Inc
✚
|
TX | 1.6 |
|
Fortis Capital Advisors LLC
✚
|
KS | 1.6 |
|
Sierra Capital LLC
✚
|
FL | 1.6 |
|
Momentum Independent Network Inc
✚
|
TX | 1.6 |
|
CGN Advisors LLC
✚
|
KS | 1.6 |
|
Beam Wealth Advisors Inc
✚
|
LA | 1.6 |
|
Consolidated Portfolio Review Corp
✚
|
NY | 1.6 |
|
Ciccarelli Advisory Services Inc
✚
|
FL | 1.6 |
|
Invst LLC
✚
|
IN | 1.6 |
|
Godsey & GIBB Inc
✚
|
VA | 1.6 |