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| Happy Holidays!! thanks for using AUM13F!! |
| Rae & Lipskie Investment Counsel Inc
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|---|---|
| CRD # | 327652 |
| SEC # | 801-128947 |
| CIK # | |
| AUM | $938.1 M (2025-03-31) |
| Employees | 25 (44% Investors, 0% Brokers) |
| Phone | 519-578-6849 |
| Address | 20 Erb Street West Waterloo, Canada |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 690 | 608.7 |
| (b) Individuals (high net worth individuals) | 332 | 294.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 26.8 |
| (h) Charitable organizations | 9 | 8.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,992 | 938.1 |
| By Discretionary | ||
| Discretionary | 2,992 | 938.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,992 | 938.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 927.7 | |
| United States Persons | 10.4 | |
| Total | 2,992 | 938.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fierston Financial Group Inc
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|
CT | 0.9 |
|
Ignite Planners LLC
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|
CA | 0.9 |
|
Harvey Investment Company LLC
✚
|
KY | 0.9 |
|
Passive Capital Management LLC
✚
|
NY | 0.9 |
|
Randolph Co Inc
✚
|
OH | 0.9 |
|
Summit Asset Management LLC
✚
|
TN | 0.9 |
|
Accuvest Global Advisors Inc
✚
|
UT | 0.9 |
|
Lathrop Investment Management Company
✚
|
AR | 0.9 |
|
Cutter and Company Brokerage Inc
✚
|
MO | 0.9 |
|
Pinnacle Wealth Advisors
✚
|
TN | 0.9 |