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| Happy Holidays!! thanks for using AUM13F!! |
| Nestlerode & LOY Inc
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|---|---|
| CRD # | 2907 |
| SEC # | 801-112333 |
| CIK # | 0000071088 |
| AUM | $185.2 M (2024-12-11) |
| Employees | 3 (33% Investors, 100% Brokers) |
| Phone | 814-238-6249 |
| Address | 110 Regent Court, Suite 202 State College, PA 16801 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 69.8 |
| (b) Individuals (high net worth individuals) | 40 | 101.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 13.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 594 | 185.2 |
| By Discretionary | ||
| Discretionary | 594 | 185.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 594 | 185.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 184.6 | |
| Total | 594 | 185.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Closed-End Fund Advisors Inc
✚
|
VA | 0.2 |
|
UP Capital Management Inc
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|
0.2 | |
|
Financial Investment Team Inc
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OR | 0.2 |
|
Mandalay Financial LLC
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TX | 0.2 |
|
Hughes Warren Inc
✚
|
OK | 0.2 |
|
Mosley Wealth Management Inc
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|
CA | 0.2 |
|
Bond Tech Inc
✚
|
OH | 0.2 |
|
Sound Financial Strategies Group LLC
✚
|
MS | 0.2 |
|
Diamond Wealth Management LLC
✚
|
UT | 0.2 |
|
Caitlin John LLC
✚
|
MI | 0.2 |