|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Millstone Evans Group LLC
✚
|
|
|---|---|
| CRD # | 311142 |
| SEC # | 801-119896 |
| CIK # | 0002041943 |
| AUM | $777.9 M (2025-05-13) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 720-728-2801 |
| Address | 4940 Pearl East Circle Boulder, CO 80301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.7 | ||
| Apple Inc | 11.7 | ||
| Microsoft Corp | 7.8 | ||
| Oracle Corp | 4.4 | ||
| J P Morgan Chase & Co | 3.3 | ||
| Raymond James Financial Inc | 3.0 | ||
| Alphabet Inc | 2.3 | ||
| Amazon Com Inc | 2.1 | ||
| International Business Machines Corp | 1.8 | ||
| Lincoln Electric Holdings Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 116.3 |
| (b) Individuals (high net worth individuals) | 201 | 645.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 8.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,314 | 777.9 |
| By Discretionary | ||
| Discretionary | 2,291 | 766.2 |
| Non-Discretionary | 23 | 11.7 |
| Total | 2,314 | 777.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.5 | |
| United States Persons | 766.5 | |
| Total | 2,314 | 777.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002041943] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shorepoint Capital Partners LLC
✚
|
MA | 0.8 |
|
Gill Capital Partners LLC
✚
|
CO | 0.8 |
|
Peak Wealth Solutions Inc
✚
|
OH | 0.8 |
|
Fairhaven Wealth Management LLC
✚
|
IL | 0.8 |
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.8 |
|
Basepoint Wealth LLC
✚
|
IA | 0.8 |
|
Commonwealth Financial Services LLC
✚
|
WV | 0.8 |
|
Galecki Financial Management Inc
✚
|
IN | 0.8 |
|
Asset Allocation Strategies LLC
✚
|
MI | 0.8 |
|
Catalina Capital Group LLC
✚
|
CA | 0.8 |