|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Noesis Capital Management Corp
✚
|
|
|---|---|
| CRD # | 110819 |
| SEC # | 801-49934 |
| CIK # | 0001262677 |
| AUM | $707.2 M (2025-06-16) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 561-999-9888 |
| Address | Fountain Square, 2700 North Military Trail Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| American Express Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Stryker Corp | 0.0 | ||
| Royal Caribbean Cruises Ltd | 0.0 | ||
| VISA Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 81.6 |
| (b) Individuals (high net worth individuals) | 145 | 534.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 88.6 |
| (n) Other | 0 | 0.0 |
| Total | 717 | 707.2 |
| By Discretionary | ||
| Discretionary | 665 | 657.5 |
| Non-Discretionary | 52 | 49.7 |
| Total | 717 | 707.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 140.4 | |
| United States Persons | 566.8 | |
| Total | 717 | 707.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001262677] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Capital Management Corporation
✚
|
VA | 0.7 |
|
AM Investment Strategies LLC
✚
|
TN | 0.7 |
|
FLC Capital Advisors
✚
|
CA | 0.7 |
|
RiversEdge Advisors LLC
✚
|
DE | 0.7 |
|
Aegis Wealth Management LLC
✚
|
MD | 0.7 |
|
Global View Capital Management LLC
✚
|
WI | 0.7 |
|
Fuller Wealth Management LLC
✚
|
TX | 0.7 |
|
Regent Peak Wealth Advisors LLC
✚
|
GA | 0.7 |
|
Vestgen Investment Management LLC
✚
|
NJ | 0.7 |
|
MAIA Wealth LLC
✚
|
CO | 0.7 |