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| Salem Investment Counselors Inc
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| |
|---|---|
| CRD # | 104855 |
| SEC # | 801-14487 |
| CIK # | 0000884423 |
| AUM | $3.6 BB (2024-03-27) |
| Employees | 20 (60% Investors, 0% Brokers) |
| Phone | 336-768-7230 |
| Address | 480 Shepherd Street Winston Salem, NC 27103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| LOW | 111.7 | 0.5 | |
| AAPL | 2,382.8 | 0.2 | |
| NVDA | 399.6 | 0.2 | |
| MSFT | 1,918.2 | 0.2 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOG | 1,482.6 | 0.1 | |
| META | 434.9 | 0.1 | |
| LLY | 301.8 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| PEP | 226.8 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 495 | 0.3 |
| (b) Individuals (high net worth individuals) | 449 | 3.1 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 41 | 0.2 |
| (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 | 28 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,879 | 3.6 |
| By Discretionary | ||
| Discretionary | 2,820 | 3.6 |
| Non-Discretionary | 59 | 0.0 |
| Total | 2,879 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 2,879 | 3.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000884423] | |
| SC 13D | [0000884423] | |
| SC 13G | [0000884423] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Salem Investment Counselors Inc | Dawson Geophysical Co | [2019-09-09] |
| Salem Investment Counselors Inc | Southern Community Capital Trust II | [2012-02-15] |
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