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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Traphagen Investment Advisors LLC
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|---|---|
| CRD # | 107764 |
| SEC # | 801-56130 |
| CIK # | 0002023380 |
| AUM | $1.9 B (2025-03-18) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 201-262-1040 |
| Address | 234 Kinderkamack Rd Oradell, NJ 07649 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Bitwise Bitcoin ETF | 0.0 | ||
| CME Group Inc | 0.0 | ||
| Intercontinentalexchange Group Inc | 0.0 | ||
| Grayscale Bitcoin Trust BTC | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Public Service Enterprise Group Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,413 | 289.9 |
| (b) Individuals (high net worth individuals) | 451 | 1,432.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 96 | 171.9 |
| (h) Charitable organizations | 4 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,964 | 1,898.2 |
| By Discretionary | ||
| Discretionary | 1,922 | 1,799.3 |
| Non-Discretionary | 42 | 98.9 |
| Total | 1,964 | 1,898.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,898.2 | |
| Total | 1,964 | 1,898.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002023380] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maloon Powers Pitre Higgins & Dennehy LLC
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CA | 2.0 |
|
Blackhill Capital Inc
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NJ | 2.0 |
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LBMC Investment Advisors LLC
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TN | 2.0 |
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Capwealth Advisors LLC
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TN | 1.9 |
|
Safford Nicholas H & Co Inc
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MA | 1.9 |
|
Keystone Financial Group LLC
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KY | 1.9 |
|
Minot Deblois Advisors LLC
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|
MA | 1.8 |
|
Trumbower Financial Advisors LLC
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|
MD | 1.8 |
|
Avalor Investment AG
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|
1.8 | |
|
Unison Advisors LLC
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RI | 1.8 |