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| Happy Holidays!! thanks for using AUM13F!! |
| Oliver Lagore Vanvalin Investment Group Inc
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| CRD # | 312989 |
| SEC # | 801-120957 |
| CIK # | 0001907568 |
| AUM | $607.1 M (2025-03-28) |
| Employees | 30 (47% Investors, 23% Brokers) |
| Phone | 810-744-4450 |
| Address | 607 East Second Avenue Flint, MI 48502 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001907568 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Perth MINT Physical Gold ETF | 5.3 | ||
| Amazon Com Inc | 4.8 | ||
| Microsoft Corp | 4.1 | ||
| iShares Bitcoin Trust | 3.8 | ||
| Procter & Gamble Co | 3.6 | ||
| Apple Inc | 3.5 | ||
| Facebook Inc | 3.1 | ||
| Carlisle Companies Inc | 2.8 | ||
| ASML Holding NV | 2.7 | ||
| Nvidia Corp | 2.7 | ||
| Alphabet Inc | 2.4 | ||
| MercadoLibre Inc | 2.3 | ||
| American Express Co | 2.2 | ||
| Fiserv Inc | 2.2 | ||
| Broadcom Inc | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,102 | 520.2 |
| (b) Individuals (high net worth individuals) | 44 | 67.5 |
| (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 | 187 | 12.7 |
| (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 | 35 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,606 | 607.1 |
| By Discretionary | ||
| Discretionary | 4,594 | 606.8 |
| Non-Discretionary | 12 | 0.3 |
| Total | 4,606 | 607.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 607.1 | |
| Total | 4,606 | 607.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907568] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Swisspartners Advisors AG
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|
0.6 | |
|
Vantage Wealth
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|
CA | 0.6 |
|
Manske Wealth Management LLC
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|
TX | 0.6 |
|
E & G Advisors LP
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|
TX | 0.6 |
|
Flagship Wealth Advisors LLC
✚
|
MA | 0.6 |
|
AAF Wealth Management LLC
✚
|
MA | 0.6 |
|
Central Valley Advisors LLC
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|
CA | 0.6 |
|
Optima Asset Management Inc
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|
TX | 0.6 |
|
Heron Bay Capital Management LLC
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|
MI | 0.6 |
|
Marietta Investment Partners LLC
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|
WI | 0.6 |