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| Happy Holidays!! thanks for using AUM13F!! |
| Sawyer & Co Inc
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| CRD # | 112849 |
| SEC # | 801-28526 |
| CIK # | 0001722436 |
| AUM | $313.1 M (2025-04-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 617-227-7033 |
| Address | 50 Congress Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001722436 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dow Inc | 0.3 | ||
| International Flavors & Fragrances Inc | 0.3 | ||
| Schlumberger Ltd /NV/ | 0.3 | ||
| Kraft Foods Inc | 0.3 | ||
| Procter & Gamble Co | 0.3 | ||
| McKesson Corp | 0.2 | ||
| United Technologies Corp /DE/ | 0.2 | ||
| Occidental Petroleum Corp /DE/ | 0.2 | ||
| PepsiCo Inc | 0.2 | ||
| FPL Group Inc | 0.2 | ||
| Total Sa | 0.2 | ||
| Enterprise Products Partners L P | 0.2 | ||
| Southern Copper Corp/ | 0.2 | ||
| Norfolk Southern Corp | 0.1 | ||
| Southern Co | 0.1 | ||
| MSC Industrial Direct Co Inc | 0.1 | ||
| Brookfield Infrastructure Partners LP | 0.1 | ||
| Carrier Global Corp | 0.1 | ||
| Lockheed Martin Corp | 0.1 | ||
| Oneok Inc /New/ | 0.1 | ||
| Dominion Resources Inc /VA/ | 0.1 | ||
| Boeing Co | 0.1 | ||
| Coca Cola Co | 0.1 | ||
| Verizon Communications Inc | 0.1 | ||
| Suncor Energy Inc | 0.1 | ||
| Royal Dutch Shell PLC | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 22.8 |
| (b) Individuals (high net worth individuals) | 124 | 259.9 |
| (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 | 24.8 |
| (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 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 313.1 |
| By Discretionary | ||
| Discretionary | 228 | 312.0 |
| Non-Discretionary | 1 | 1.1 |
| Total | 229 | 313.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.1 | |
| Total | 229 | 313.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001722436] |
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|---|---|---|
|
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OH | 0.3 |
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Archway Wealth Management LLC
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Guardian Investment Management LLC
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|
Consilium Wealth Advisory LLC
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TX | 0.3 |
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Pflug Koory LLC
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NE | 0.3 |
|
Dibenedetto & Associates Ltd
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|
IL | 0.3 |
|
Unique Wealth Strategies
✚
|
IL | 0.3 |