|
⚲
|
| Keyboard |
| Sawyer & Co Inc
✚
|
|
|---|---|
| CRD # | 112849 |
| SEC # | 801-28526 |
| CIK # | 0001722436 |
| AUM | 320.1 M (2026-06-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 617-227-7033 |
| Address | 50 Congress Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 15.1 | ||
| Apple Inc | 13.5 | ||
| Nvidia Corp | 13.2 | ||
| Lilly Eli & Co | 10.7 | ||
| Microsoft Corp | 10.4 | ||
| TJX Companies Inc /DE/ | 9.1 | ||
| Oracle Corp | 9.0 | ||
| Visa Inc | 6.1 | ||
| Micron Technology Inc | 6.1 | ||
| Amgen Inc | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 20.7 |
| (b) Individuals (high net worth individuals) | 129 | 266.1 |
| (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 | 0 | 27.4 |
| (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 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 232 | 320.1 |
| By Discretionary | ||
| Discretionary | 231 | 319.1 |
| Non-Discretionary | 1 | 1.0 |
| Total | 232 | 320.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.1 | |
| Total | 232 | 320.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001722436] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 26 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meadowbrook Advisors Group LLC
✚
|
321.0 M | |
|
HW Capital LLC
✚
|
CA | 321.0 M |
|
Sentinel Advisory Group LLC
✚
|
WI | 320.8 M |
|
Elevate Wealth Management LLC
✚
|
WY | 320.3 M |
|
Alhambra Investment Management LLC
✚
|
FL | 320.2 M |
|
Vista Finance LLC
✚
|
MO | 320.0 M |
|
Secura Financial LLC
✚
|
CA | 319.9 M |
|
Lantern Wealth Advisors LLC
✚
|
NY | 319.9 M |
|
Alpha Wealth Management and Planning LLC
✚
|
CA | 319.6 M |
|
Optivest Inc
✚
|
CA | 319.4 M |