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| Vickerman Investment Advisors Inc
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|---|---|
| CRD # | 313240 |
| SEC # | 801-120620 |
| CIK # | 0001898296 |
| AUM | $466.6 M (2025-06-10) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 509-325-7610 |
| Address | 4102 S Regal Street Spokane, WA 99223 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 7.4 | |
| Alphabet Inc | 6.0 | |
| Apple Inc | 5.5 | |
| VISA Inc | 5.2 | |
| Cheniere Energy Inc | 4.9 | |
| Costco Wholesale Corp /NEW | 4.7 | |
| Wal Mart Stores Inc | 4.7 | |
| Nvidia Corp | 4.4 | |
| Honeywell International Inc | 4.4 | |
| Salesforce Com Inc | 4.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 79.3 |
| (b) Individuals (high net worth individuals) | 130 | 384.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,035 | 466.6 |
| By Discretionary | ||
| Discretionary | 1,035 | 466.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,035 | 466.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.6 | |
| Total | 1,035 | 466.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001898296] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Walter C Flower & Co Inc
✚
|
0.5 | |
|
Wellington Shields & Co LLC
✚
|
NY | 0.5 |
|
DDFG Inc
✚
|
CA | 0.5 |
|
Hoxton Wealth USA LLC
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|
NJ | 0.5 |
|
Stokes Capital Advisors LLC
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|
SC | 0.5 |
|
Drexel Morgan & Co
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|
PA | 0.5 |
|
Narus Financial Partners LLC
✚
|
UT | 0.5 |
|
Paradiem LLC
✚
|
LA | 0.5 |
|
Atomic Invest LLC
✚
|
NY | 0.5 |
|
Peterson Wealth Services Inc
✚
|
UT | 0.5 |