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| PFW Advisors LLC
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|---|---|
| CRD # | 325119 |
| SEC # | 801-127980 |
| CIK # | 0001989744 |
| AUM | $367.4 MM (2024-03-15) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 404-848-0950 |
| Address | 3350 Riverwood Pkwy SE Atlanta, GA 30339-6401 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| KO | 269,985.6 | 30.9 | |
| VMC | 19,053.3 | 29.9 | |
| AAPL | 2,382,844.0 | 5.1 | |
| MSFT | 1,918,222.4 | 4.5 | |
| NVDA | 399,550.0 | 3.1 | |
| HD | 277,648.0 | 2.8 | |
| PSX | 42,745.7 | 2.7 | |
| PG | 338,108.9 | 2.6 | |
| ACN | 179,517.0 | 2.5 | |
| NEE | 150,166.4 | 2.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 20.2 |
| (b) Individuals (high net worth individuals) | 82 | 342.4 |
| (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 | 0 | 2.0 |
| (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 | 0 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 385 | 367.4 |
| By Discretionary | ||
| Discretionary | 384 | 367.2 |
| Non-Discretionary | 1 | 0.2 |
| Total | 385 | 367.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.4 | |
| Total | 385 | 367.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001989744] |
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|---|---|---|
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NY | 0.4 |
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IL | 0.4 |
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Lombard Advisers Incorporated
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PA | 0.4 |
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WI | 0.4 |