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⚲
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| Vickerman Investment Advisors Inc
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| |
|---|---|
| CRD # | 313240 |
| SEC # | 801-120620 |
| CIK # | 0001898296 |
| AUM | $372.1 MM (2024-03-21) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 509-720-7097 |
| Address | 108 N Washington Street Spokane, WA 99201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 5.4 | |
| GOOGL | 1,475,138.5 | 5.3 | |
| AAPL | 2,382,844.0 | 5.1 | |
| COST | 207,576.9 | 4.8 | |
| V | 419,260.5 | 4.2 | |
| CRM | 170,602.7 | 4.0 | |
| FDX | 62,226.1 | 4.0 | |
| WMT | 335,434.5 | 3.9 | |
| TMUS | 166,764.4 | 3.7 | |
| AMGN | 130,083.0 | 3.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 80.6 |
| (b) Individuals (high net worth individuals) | 113 | 289.8 |
| (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 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 959 | 372.1 |
| By Discretionary | ||
| Discretionary | 959 | 372.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 959 | 372.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.1 | |
| Total | 959 | 372.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001898296] |
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|---|---|---|
|
EVT Financial Advisors AG
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|
0.4 | |
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WFA Asset Management Corp
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WI | 0.4 |
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TFG Advisers LLC
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MI | 0.4 |
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GGM Financials LLC
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|
Steginsky Capital LLC
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NY | 0.4 |
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Wealth Science Advisors LLC
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GA | 0.4 |
|
Caplan Financial Group LLC
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MD | 0.4 |
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Financial Avengers Inc
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CA | 0.4 |