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| Happy Holidays!! thanks for using AUM13F!! |
| Shotwell Rutter Baer Inc
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|---|---|
| CRD # | 122789 |
| SEC # | 801-120091 |
| CIK # | 0002008310 |
| AUM | $167.1 M (2025-02-18) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 517-321-4832 |
| Address | 6350 West Michigan Avenue Lansing, MI 48917 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| International Business Machines Corp | 0.6 | ||
| Wal Mart Stores Inc | 0.5 | ||
| White Mountains Insurance Group Ltd | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 78.1 |
| (b) Individuals (high net worth individuals) | 75 | 89.0 |
| (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 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 720 | 167.1 |
| By Discretionary | ||
| Discretionary | 720 | 167.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 720 | 167.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 166.8 | |
| Total | 720 | 167.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008310] |
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