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Merrill Lynch Pierce Fenner & Smith Incorporated
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CRD # | 7691 |
SEC # | 801-14235 |
CIK # | 0000728612 |
AUM | $1,093.7 BB (2023-03-22) |
Employees | 34,906 (74% Investors, 80% Brokers) |
Phone | 800-637-7455 |
Address | One Bryant Park New York, NY 10036 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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CIK | Period |
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0000728612 | |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
Apple Inc | 2,382.8 | 26.9 | |
Microsoft Corp | 1,918.2 | 23.6 | |
Amazon Com Inc | 1,093.0 | 11.8 | |
Nvidia Corp | 399.6 | 8.8 | |
J P Morgan Chase & Co | 340.2 | 8.5 | |
Alphabet Inc | 1,475.1 | 7.7 | |
Broadcom Inc | 201.3 | 6.7 | |
Exxon Mobil Corp | 385.5 | 6.3 | |
VISA Inc | 419.3 | 5.8 | |
Procter & Gamble Co | 338.1 | 5.6 | |
Chevron Corp | 294.6 | 5.2 | |
Texas Instruments Inc | 142.2 | 5.1 | |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,329,656 | 506.6 |
(b) Individuals (high net worth individuals) | 130,548 | 606.6 |
(c) Banking or thrift institutions | 16 | 0.2 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1,027 | 28.8 |
(h) Charitable organizations | 5,339 | 28.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 10 | 0.1 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 36,319 | 113.1 |
(n) Other | 0 | 0.0 |
Total | 2,825,602 | 1,283.8 |
By Discretionary | ||
Discretionary | 756,412 | 363.4 |
Non-Discretionary | 2,069,190 | 920.4 |
Total | 2,825,602 | 1,283.8 |
By Non-United States Persons | ||
Non-United States Persons | 19.4 | |
United States Persons | 1,264.4 | |
Total | 2,825,602 | 1,283.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-NT | [0000728612] | |
3 | [0000728612] | |
4 | [0000728612] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Charles Schwab Investment Management Inc
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|
CA | 782.6 |
Edward D Jones & Co LP
✚
|
MO | 593.1 |
Managed Account Advisors LLC
✚
|
NJ | 576.3 |
Wells Fargo Clearing Services LLC
✚
|
MO | 524.9 |
Dodge & Cox
✚
|
CA | 322.9 |
Vanguard Advisers Inc
✚
|
PA | 299.2 |
Lord Abbett & Co LLC
✚
|
NJ | 211.2 |
John Hancock Investment Management LLC
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|
MA | 181.8 |
Fisher Asset Management LLC
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|
TX | 173.4 |
Schroder Investment Management North America Inc
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|
NY | 171.3 |