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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Private Client Services LLC
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| CRD # | 120222 |
| SEC # | 801-71475 |
| CIK # | 0001457005 |
| AUM | $1.1 B (2025-05-19) |
| Employees | 60 (83% Investors, 100% Brokers) |
| Phone | 502-451-0600 |
| Address | 2225 Lexington Road Louisville, KY 40206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.5 | ||
| Microsoft Corp | 3.9 | ||
| Nvidia Corp | 3.2 | ||
| Amazon Com Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,040 | 936.8 |
| (b) Individuals (high net worth individuals) | 184 | 112.4 |
| (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 | 15 | 0.8 |
| (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 | 12 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,271 | 1,051.3 |
| By Discretionary | ||
| Discretionary | 1,099 | 390.9 |
| Non-Discretionary | 2,172 | 660.4 |
| Total | 3,271 | 1,051.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,051.3 | |
| Total | 3,271 | 1,051.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001457005] |
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Prime Quadrant US LLC
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1.1 | |
|
KWMG LLC
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KS | 1.0 |
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Woodard & Co Asset Management Group Inc
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