|
⚲
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| Signet Investment Advisory Group Inc
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| |
|---|---|
| CRD # | 123910 |
| SEC # | 801-61636 |
| CIK # | 0001766328 |
| AUM | $309.2 MM (2024-03-18) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 401-621-2221 |
| Address | 101 Dyer Street, Suite 3C Providence, RI 02903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 10.4 | ||
| MSFT | 1,918,222.4 | 9.6 | |
| AAPL | 2,382,844.0 | 8.2 | |
| LLY | 301,789.7 | 6.7 | |
| WMT | 335,434.5 | 5.4 | |
| JPM | 340,169.2 | 5.1 | |
| V | 419,260.5 | 4.9 | |
| ORCL | 182,760.6 | 4.4 | |
| CSX | 63,357.9 | 4.2 | |
| WM | 61,816.0 | 4.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 9.6 |
| (b) Individuals (high net worth individuals) | 117 | 290.4 |
| (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 | 2 | 5.8 |
| (h) Charitable organizations | 1 | 0.3 |
| (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 | 9 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 721 | 309.2 |
| By Discretionary | ||
| Discretionary | 721 | 309.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 721 | 309.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.2 | |
| Total | 721 | 309.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001766328] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MGB Wealth Management LLC
✚
|
TX | 0.3 |
|
Potentia RIA LLC
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|
CA | 0.3 |
|
Front Row Advisors LLC
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CA | 0.3 |
|
Exchange Place Advisors LLC
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MA | 0.3 |
|
Sentinel Wealth Management Inc
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|
VA | 0.3 |
|
Buttonwood Financial Advisors Inc
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|
MD | 0.3 |
|
American Trust Investment Advisors LLC
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|
NH | 0.3 |
|
Dougherty & Associates Financial Advisors Inc
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|
MN | 0.3 |
|
Weybosset Research & Management LLC
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|
RI | 0.3 |
|
Triton Wealth Management PLLC
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|
AZ | 0.3 |