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| The LUTS & Greenleigh Group Inc
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|
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|---|---|
| CRD # | 305002 |
| SEC # | 801-117324 |
| CIK # | 0001967844 |
| AUM | $492.7 MM (2024-02-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 301-312-6660 |
| Address | 7200 Wisconsin Avenue Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 29.2 | |
| COST | 207,576.9 | 9.0 | |
| AAPL | 2,382,844.0 | 4.8 | |
| MSFT | 1,918,222.4 | 4.7 | |
| NVDA | 399,550.0 | 2.4 | |
| ABBV | 269,466.6 | 2.3 | |
| AMZN | 1,092,997.8 | 1.6 | |
| WM | 61,816.0 | 1.6 | |
| HD | 277,648.0 | 1.6 | |
| ABT | 187,298.3 | 1.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 51.9 |
| (b) Individuals (high net worth individuals) | 137 | 438.0 |
| (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 | 2.8 |
| (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 | 759 | 492.7 |
| By Discretionary | ||
| Discretionary | 744 | 483.3 |
| Non-Discretionary | 15 | 9.4 |
| Total | 759 | 492.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 492.7 | |
| Total | 759 | 492.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001967844] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shankervalleau Wealth Advisors Inc
✚
|
IL | 0.5 |
|
New Harbor Financial Group LLC
✚
|
MA | 0.5 |
|
Steffes Financial Ltd
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KS | 0.5 |
|
West Michigan Advisors LLC
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|
MI | 0.5 |
|
Pinion Investment Advisors LLC
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|
KS | 0.5 |
|
Maximai Investment Partners LLC
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|
FL | 0.5 |
|
RPG Family Wealth Advisory LLC
✚
|
MA | 0.5 |
|
Cornell Pochily Investment Advisors Inc
✚
|
NY | 0.5 |
|
Miramar Capital LLC
✚
|
IL | 0.5 |
|
Brave Asset Management Inc
✚
|
NJ | 0.5 |