|
⚲
|
| Smith Moore & Co
✚
|
|
|---|---|
| CRD # | 3441 |
| SEC # | 801-68175 |
| CIK # | 0001466384, 0000200724 |
| AUM | $1.5 BB (2023-03-31) |
| Employees | 55 (73% Investors, 82% Brokers) |
| Phone | 314-727-5225 |
| Address | 7777 Bonhomme Avenue Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 24.7 | |
| MSFT | 1,918,222.4 | 6.3 | |
| PG | 338,108.9 | 5.9 | |
| ABBV | 269,466.6 | 5.7 | |
| XOM | 385,508.3 | 5.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,601 | 1,188.8 |
| (b) Individuals (high net worth individuals) | 18 | 133.3 |
| (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 | 1 | 0.1 |
| (h) Charitable organizations | 9 | 4.9 |
| (i) State or municipal government entities | 5 | 37.4 |
| (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 | 25 | 86.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,657 | 1,451.1 |
| By Discretionary | ||
| Discretionary | 4,150 | 1,314.0 |
| Non-Discretionary | 507 | 137.1 |
| Total | 4,657 | 1,451.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 1,445.8 | |
| Total | 4,657 | 1,451.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000200724] | |
| D | [0001466384] |
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|---|---|---|
|
EFG Asset Management Americas Corp
✚
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FL | 1.5 |
|
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IL | 1.5 |
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TN | 1.4 |
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