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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stuart Chausse & Associates Inc
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|---|---|
| CRD # | 112105 |
| SEC # | 801-110912 |
| CIK # | 0001653253 |
| AUM | $407.9 M (2025-04-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 310-373-3732 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Northrop Grumman Corp /DE/ | 1.7 | ||
| Microsoft Corp | 1.2 | ||
| Apple Inc | 0.7 | ||
| Procter & Gamble Co | 0.6 | ||
| Waste Management Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 72.3 |
| (b) Individuals (high net worth individuals) | 70 | 335.5 |
| (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 | 473 | 407.9 |
| By Discretionary | ||
| Discretionary | 463 | 403.5 |
| Non-Discretionary | 10 | 4.3 |
| Total | 473 | 407.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 407.6 | |
| Total | 473 | 407.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001653253] |
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|---|---|---|
|
Socha Financial Group LLC
✚
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NY | 0.4 |
|
Twin Peaks Wealth Advisors LLC
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|
0.4 | |
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TX | 0.4 |
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Arnold Weitz & Co
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NE | 0.4 |
|
The Financial Resource Center Inc
✚
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IN | 0.4 |
|
Financial Freedom LLC
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OH | 0.4 |
|
Mastodon Advisory Group LLC
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|
0.4 | |
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.4 |
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Columbus Investment Advisory Inc
✚
|
OH | 0.4 |