Reilly Herbert Faulkner III

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Assets, Funds, Holdings

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Reilly Herbert Faulkner III
CRD #106913
SEC #801-50326
CIK #
AUM $261.2 MM (100% Disc, 100% US)
Employees4 (75% Investors, 0% Brokers)
Phone518-346-8189
Address1760 van Antwerp Road
Niskayuna, NY 12309
Source IAPDexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
ROL 13,330.0 6.8
TSCO 10,860.0 6.3
AAPL 843,560.0 6.2
V 341,210.0 6.1
AMZN 820,610.0 6.0
CTAS 21,360.0 5.9
SCHW 58,370.0 5.8
ADP 65,820.0 5.7
INTU 64,910.0 5.6
UNP 117,760.0 5.5
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Family Financial Solutions Group LLC
CO
0.3
Independent Investors Inc
NY
0.3
Meridian Wealth Management LLC
CO
0.3
TFG Advisers LLC
MI
0.3
Collaborative Wealth Management Inc
FL
0.3
Invex Advisors LLC
FL
0.3
Greig Associates Inc
HI
0.3
ORR & RENO PA
NH
0.3
Alpha Financial Advisors LLC
NC
0.3
BRAY Capital Advisors LLC
FL
0.3