|
⚲
|
| Stockman Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 122166 |
| SEC # | 801-61567 |
| CIK # | 0001389400 |
| AUM | $4.5 BB (2023-03-24) |
| Employees | 26 (81% Investors, 0% Brokers) |
| Phone | 406-655-3960 |
| Address | 402 N Broadway Billings, MT 59101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 20.4 | |
| MSFT | 1,918,222.4 | 19.4 | |
| AMZN | 1,092,997.8 | 12.8 | |
| MRK | 232,371.9 | 11.7 | |
| CSCO | 178,309.9 | 11.2 | |
| JPM | 340,169.2 | 11.1 | |
| IBM | 127,593.9 | 9.9 | |
| USO | 9.8 | ||
| PG | 338,108.9 | 9.4 | |
| CAT | 99,975.7 | 9.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 921 | 0.2 |
| (b) Individuals (high net worth individuals) | 422 | 0.5 |
| (c) Banking or thrift institutions | 12 | 3.3 |
| (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 | 23 | 0.2 |
| (h) Charitable organizations | 74 | 0.1 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 65 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,044 | 4.5 |
| By Discretionary | ||
| Discretionary | 1,811 | 0.9 |
| Non-Discretionary | 233 | 3.5 |
| Total | 2,044 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 2,044 | 4.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001389400] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Promanage LLC
✚
|
IL | 4.5 |
|
Fourth Street Performance Partners Inc
✚
|
KY | 4.5 |
|
JMG Financial Group Ltd
✚
|
IL | 4.5 |
|
Kestra Private Wealth Services LLC
✚
|
TX | 4.5 |
|
Inverness Counsel LLC
✚
|
NY | 4.5 |
|
Harbour Investments Inc
✚
|
WI | 4.5 |
|
InterOcean Capital Group LLC
✚
|
TN | 4.5 |
|
Focus Financial Network Inc
✚
|
MN | 4.5 |
|
Marshfield Associates Inc
✚
|
DC | 4.4 |
|
Dana Investment Advisors Inc
✚
|
WI | 4.4 |