|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Raymond James USA Ltd
✚
|
|
|---|---|
| CRD # | 25853 |
| SEC # | 801-72137 |
| CIK # | 0001088950, 0000720005 |
| AUM | $1.5 B (2025-01-14) |
| Employees | 165 (76% Investors, 67% Brokers) |
| Phone | 877-570-7558 |
| Address | 2100925 West Georgia Street Vancouver, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 8.5 | ||
| Apple Inc | 6.0 | ||
| Nvidia Corp | 5.5 | ||
| Broadcom Inc | 4.8 | ||
| Amazon Com Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Facebook Inc | 2.8 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| VISA Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,501 | 843.0 |
| (b) Individuals (high net worth individuals) | 313 | 701.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,811 | 1,544.3 |
| By Discretionary | ||
| Discretionary | 642 | 368.3 |
| Non-Discretionary | 3,169 | 1,176.0 |
| Total | 3,811 | 1,544.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 25.0 | |
| United States Persons | 1,519.3 | |
| Total | 3,811 | 1,544.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000720005] | |
| 10-Q | [0000720005] | |
| 13F-HR | [0000720005] | |
| 3 | [0000720005] | |
| 4 | [0000720005] | |
| 5 | [0000720005] | |
| 8-K | [0000720005] | |
| SC 13G | [0000720005] | |
| 13F-HR | [0001088950] | |
| 13F-NT | [0001088950] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IAG Wealth Partners LLC
✚
|
WI | 1.6 |
|
Beese Fulmer Investment Management Inc
✚
|
OH | 1.6 |
|
Quest Investment Management LLC
✚
|
OR | 1.6 |
|
ISC Advisors Inc
✚
|
TX | 1.5 |
|
Flexible Plan Investments Ltd
✚
|
MI | 1.5 |
|
Clarity Financial LLC
✚
|
TX | 1.5 |
|
Pinnacle Pension Consultants LLC
✚
|
MA | 1.5 |
|
Weatherly Asset Management LP
✚
|
CA | 1.5 |
|
Analyst Portfolio Management Ltd
✚
|
1.5 | |
|
M Financial Asset Management Inc
✚
|
OR | 1.5 |