|
⚲
|
| Keyboard |
| Washington Crossing Advisors LLC
✚
|
|
|---|---|
| CRD # | 281511 |
| SEC # | 801-108807 |
| CIK # | 0001725950 |
| AUM | 2,028.7 M (2026-04-22) |
| Employees | 10 (50% Investors, 50% Brokers) |
| Phone | 973-549-4052 |
| Address | 305 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 2.9 | ||
| Apple Inc | 2.8 | ||
| Microsoft Corp | 2.5 | ||
| Amazon Com Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Broadcom Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Johnson & Johnson | 1.1 | ||
| Cisco Systems Inc | 1.0 | ||
| Merck & Co Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,097 | 1.7 |
| (b) Individuals (high net worth individuals) | 55 | 0.2 |
| (c) Banking or thrift institutions | 7 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 21 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 64 | 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 | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,257 | 2.0 |
| By Discretionary | ||
| Discretionary | 3,257 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,257 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 3,257 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001725950] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mosaic Family Wealth Partners LLC
✚
|
MO | 2,041.6 M |
|
Atwood & Palmer Inc
✚
|
MO | 2,037.1 M |
|
Provise Management Group LLC
✚
|
FL | 2,033.4 M |
|
Althum Advisors LLC
✚
|
FL | 2,028.3 M |
|
Avity Investment Management Inc
✚
|
CT | 2,027.2 M |
|
Cherry Creek Family Offices LLC
✚
|
CO | 2,022.3 M |
|
Madison Avenue Securities LLC
✚
|
CA | 2,019.4 M |
|
Boston Family Office LLC
✚
|
MA | 2,019.2 M |
|
Marks Group Wealth Management Inc
✚
|
MN | 2,017.3 M |
|
Albion Management Group
✚
|
UT | 2,013.6 M |