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⚲
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| Osher van de Voorde Investment Management
✚
| |
|---|---|
| CRD # | 111324 |
| SEC # | 801-49690 |
| CIK # | 0001569174 |
| AUM | $557.2 MM (2024-03-12) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 626-844-7184 |
| Address | 125 North Raymond Avenue Pasadena, CA 91103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 22.5 | |
| MSFT | 1,918,222.4 | 22.3 | |
| AAPL | 2,382,844.0 | 21.6 | |
| GOOG | 1,482,566.4 | 21.1 | |
| AMGN | 130,083.0 | 20.9 | |
| V | 419,260.5 | 19.8 | |
| EMR | 48,422.9 | 19.5 | |
| TXN | 142,156.2 | 18.4 | |
| JPM | 340,169.2 | 18.2 | |
| GLW | 27,449.9 | 18.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 9.2 |
| (b) Individuals (high net worth individuals) | 209 | 509.6 |
| (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 | 7 | 9.8 |
| (h) Charitable organizations | 0 | 13.5 |
| (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 | 6 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 557.2 |
| By Discretionary | ||
| Discretionary | 458 | 557.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 557.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 557.2 | |
| Total | 458 | 557.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001569174] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Allium Financial Advisors LLC
✚
|
OR | 0.6 |
|
Cambridge Advisors Inc
✚
|
NE | 0.6 |
|
Atlas Private Wealth Advisors LLC
✚
|
NJ | 0.6 |
|
Sweeney & Michel LLC
✚
|
CA | 0.6 |
|
Bond & Devick Financial Network Inc
✚
|
MN | 0.6 |
|
Asset Strategy Advisors LLC
✚
|
MA | 0.6 |
|
G2 Capital Management LLC
✚
|
OH | 0.6 |
|
Beck Bode LLC
✚
|
MA | 0.6 |
|
Independent Family Office LLC
✚
|
NY | 0.6 |
|
SFG Wealth Management LLC
✚
|
MD | 0.6 |