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| Happy Holidays!! thanks for using AUM13F!! |
| Searle & Co
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| CRD # | 13035 |
| SEC # | 801-68574 |
| CIK # | 1000071012, 0000710127 |
| AUM | $649.0 M (2025-06-18) |
| Employees | 11 (64% Investors, 100% Brokers) |
| Phone | 203-869-4800 |
| Address | 333 Greenwich Avenue Greenwich, CT 06830 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 1000071012 0000710127 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.7 | ||
| Apple Inc | 19.1 | ||
| American Express Co | 13.5 | ||
| Palo Alto Networks Inc | 10.9 | ||
| Philip Morris International Inc | 10.2 | ||
| AbbVie Inc | 8.8 | ||
| International Business Machines Corp | 8.8 | ||
| Bank of America Corp /DE/ | 8.8 | ||
| VISA Inc | 8.7 | ||
| Exxon Mobil Corp | 8.4 | ||
| Caterpillar Inc | 7.9 | ||
| United Technologies Corp /DE/ | 6.9 | ||
| McDonalds Corp | 6.4 | ||
| PepsiCo Inc | 6.1 | ||
| Johnson & Johnson | 6.0 | ||
| Procter & Gamble Co | 6.0 | ||
| Nucor Corp | 5.9 | ||
| Honeywell International Inc | 5.0 | ||
| J P Morgan Chase & Co | 4.8 | ||
| Automatic Data Processing Inc | 4.6 | ||
| Targa Resources Corp | 4.5 | ||
| Merck & Co Inc | 4.2 | ||
| Home Depot Inc | 4.2 | ||
| Eaton Corp Ltd | 4.2 | ||
| Rockwell Automation Inc | 4.1 | ||
| YUM Brands Inc | 4.0 | ||
| Cisco Systems Inc | 4.0 | ||
| Bristol Myers Squibb Co | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.3 |
| (b) Individuals (high net worth individuals) | 113 | 642.2 |
| (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 | 0.0 |
| (h) Charitable organizations | 1 | 4.5 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 129 | 649.0 |
| By Discretionary | ||
| Discretionary | 120 | 621.3 |
| Non-Discretionary | 9 | 27.6 |
| Total | 129 | 649.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 649.0 | |
| Total | 129 | 649.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000710127] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Invex Advisors LLC
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|
FL | 0.7 |
|
Kaydan Wealth Management Inc
✚
|
MI | 0.7 |
|
Pacific Capital Wealth Advisors Inc
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|
CA | 0.7 |
|
Eichner Investment Planning LLC
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|
OH | 0.7 |
|
One8Zero8 LLC
✚
|
NC | 0.7 |
|
Peak Planning Group LLC
✚
|
CO | 0.7 |
|
Blue Fin Capital Inc
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|
RI | 0.7 |
|
Moller Wealth Partners Inc
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|
IL | 0.7 |
|
Navpoint Financial Inc
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|
MN | 0.6 |
|
RBO & Co LLC
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|
CA | 0.6 |