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| Neville Rodie & Shaw Inc
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|---|---|
| CRD # | 104969 |
| SEC # | 801-4148 |
| CIK # | 0000071210 |
| AUM | $1.6 BB (2024-01-25) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 212-725-1440 |
| Address | 200 Madison Ave New York, NY 10016-3903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.1 | |
| MSFT | 1,918,222.4 | 0.1 | |
| GOOGL | 1,475,138.5 | 0.1 | |
| TMO | 209,733.6 | 0.0 | |
| PWR | 17,834.3 | 0.0 | |
| LRCX | 60,793.2 | 0.0 | |
| V | 419,260.5 | 0.0 | |
| COST | 207,576.9 | 0.0 | |
| XOM | 385,508.3 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 46.6 |
| (b) Individuals (high net worth individuals) | 244 | 1,404.5 |
| (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 | 9 | 11.4 |
| (h) Charitable organizations | 17 | 96.5 |
| (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 | 10 | 31.8 |
| (n) Other | 0 | 0.0 |
| Total | 816 | 1,590.9 |
| By Discretionary | ||
| Discretionary | 802 | 1,554.2 |
| Non-Discretionary | 14 | 36.7 |
| Total | 816 | 1,590.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.3 | |
| United States Persons | 1,579.6 | |
| Total | 816 | 1,590.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000071210] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Albion Management Group
✚
|
UT | 1.6 |
|
Orleans Capital Management Corp
✚
|
LA | 1.6 |
|
Vernal Point Advisors LLC
✚
|
CA | 1.6 |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1.6 |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1.6 |
|
Wealhouse Capital Limited Partnership
✚
|
1.6 | |
|
Cardinal Point Capital Management ULC
✚
|
1.6 | |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.6 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.6 |
|
Wedmont Private Capital LLC
✚
|
PA | 1.6 |