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| Washington Crossing Advisors LLC
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| |
|---|---|
| CRD # | 281511 |
| SEC # | 801-108807 |
| CIK # | 0001725950 |
| AUM | $1.9 BB (2024-03-28) |
| Employees | 10 (50% Investors, 50% Brokers) |
| Phone | 973-549-4052 |
| Address | 305 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 3.2 | |
| AAPL | 2,382.8 | 2.5 | |
| NVDA | 399.6 | 2.3 | |
| AMZN | 1,093.0 | 1.6 | |
| GOOGL | 1,475.1 | 1.2 | |
| V | 419.3 | 1.0 | |
| PEP | 226.8 | 0.9 | |
| HD | 277.6 | 0.9 | |
| WMT | 335.4 | 0.9 | |
| MRK | 232.4 | 0.9 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,092 | 1.6 |
| (b) Individuals (high net worth individuals) | 37 | 0.1 |
| (c) Banking or thrift institutions | 5 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 25 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 66 | 0.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,243 | 1.9 |
| By Discretionary | ||
| Discretionary | 3,243 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,243 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 3,243 | 1.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001725950] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Financial Services Inc
✚
|
NY | 2.0 |
|
Pacific Income Advisers Inc
✚
|
CA | 2.0 |
|
Compass Capital Management Inc
✚
|
MN | 2.0 |
|
Carson Group Investing LLC
✚
|
NE | 2.0 |
|
Abner Herrman & Brock LLC
✚
|
NJ | 2.0 |
|
Aaron Wealth Advisors LLC
✚
|
IL | 2.0 |
|
Resolute Advisors LLC
✚
|
CA | 1.9 |
|
Mountain Pacific Investment Advisers LLC
✚
|
ID | 1.9 |
|
Grandfield & Dodd LLC
✚
|
NY | 1.9 |
|
Cookson Peirce & Co Inc
✚
|
PA | 1.9 |