|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Schnieders Capital Management LLC
✚
|
|
|---|---|
| CRD # | 120952 |
| SEC # | 801-61219 |
| CIK # | 0001603937 |
| AUM | $864.4 M (2025-06-10) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 626-584-6168 |
| Address | 200 South Los Robles Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 55.1 | ||
| Apple Inc | 28.4 | ||
| Amazon Com Inc | 24.3 | ||
| Facebook Inc | 21.5 | ||
| Alphabet Inc | 19.4 | ||
| Nvidia Corp | 18.9 | ||
| J P Morgan Chase & Co | 17.6 | ||
| Alphabet Inc | 14.5 | ||
| Oracle Corp | 11.6 | ||
| Johnson & Johnson | 11.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 88.7 |
| (b) Individuals (high net worth individuals) | 210 | 685.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 12.1 |
| (h) Charitable organizations | 3 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.8 |
| (n) Other | 7 | 73.7 |
| Total | 1,099 | 864.4 |
| By Discretionary | ||
| Discretionary | 1,046 | 820.6 |
| Non-Discretionary | 53 | 43.8 |
| Total | 1,099 | 864.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 864.4 | |
| Total | 1,099 | 864.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001603937] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clear Brook Advisors Inc
✚
|
MA | 0.9 |
|
Oakhurst Capital Advisors LLC
✚
|
DC | 0.9 |
|
Riverview Research LLC
✚
|
OH | 0.9 |
|
Northwest Wealth Management LLC
✚
|
IA | 0.9 |
|
Goodman Financial Corporation
✚
|
TX | 0.9 |
|
Oliver Luxxe Assets LLC
✚
|
NJ | 0.9 |
|
Terril Brothers Inc
✚
|
MO | 0.9 |
|
The Arkansas Financial Group Inc
✚
|
AR | 0.9 |
|
Abacus FCF Advisors LLC
✚
|
FL | 0.9 |
|
Mitchell Capital Management Co
✚
|
KS | 0.9 |