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| Happy Holidays!! thanks for using AUM13F!! |
| The Stolper Company LLC
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| CRD # | 132962 |
| SEC # | 801-79338 |
| CIK # | 0001808195 |
| AUM | $307.4 M (2025-05-08) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 918-745-6060 |
| Address | 2021 S Lewis Avenue Tulsa, OK 74104-6516 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Newmont Mining Corp /DE/ | 2.3 | ||
| Merck & Co Inc | 2.3 | ||
| Southern Co | 2.2 | ||
| MetLife Inc | 2.2 | ||
| Digital Realty Trust Inc | 2.2 | ||
| Alibaba Group Holding Ltd | 2.2 | ||
| US Bancorp de | 2.2 | ||
| Verizon Communications Inc | 2.2 | ||
| McDonalds Corp | 2.0 | ||
| Royal Dutch Shell PLC | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 129.9 |
| (b) Individuals (high net worth individuals) | 67 | 148.2 |
| (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 | 1 | 29.4 |
| (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 | 336 | 307.4 |
| By Discretionary | ||
| Discretionary | 336 | 307.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 336 | 307.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.4 | |
| Total | 336 | 307.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001808195] |
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Diversified Financial Management Associates Inc
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MA | 0.3 |