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⚲
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| Paul Damon & Associates Inc
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|
|
|---|---|
| CRD # | 111230 |
| SEC # | 801-110407 |
| CIK # | 0001964344 |
| AUM | $250.8 MM (2023-02-16) |
| Employees | 9 (44% Investors, 11% Brokers) |
| Phone | 616-774-4560 |
| Address | 168 Louis Campau Promenade NW, Grand Rapids, MI 49503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 6.5 | |
| AAPL | 2,382,844.0 | 3.1 | |
| MSFT | 1,918,222.4 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 61.3 |
| (b) Individuals (high net worth individuals) | 109 | 163.1 |
| (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 | 5 | 23.2 |
| (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 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,005 | 250.8 |
| By Discretionary | ||
| Discretionary | 1,005 | 250.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,005 | 250.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.8 | |
| Total | 1,005 | 250.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001964344] |
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|---|---|---|
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MD | 0.3 |
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Ostrofe Financial Consultants Inc
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CA | 0.3 |
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KY | 0.3 |
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CA | 0.3 |