⚲
|
WBH Advisory Inc
✚
|
|
---|---|
CRD # | 105289 |
SEC # | 801-27973 |
CIK # | 0001259671 |
AUM | $1.1 BB (2023-03-09) |
Employees | 13 (92% Investors, 0% Brokers) |
Phone | 410-653-7979 |
Address | 1829 Reisterstown Road, Suite 225 Baltimore, MD 21208 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 11.9 | |
MSFT | 1,918,222.4 | 11.5 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 459 | 171.1 |
(b) Individuals (high net worth individuals) | 294 | 925.8 |
(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 | 6.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 7.7 |
(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 | 2,121 | 1,110.6 |
By Discretionary | ||
Discretionary | 2,121 | 1,110.6 |
Non-Discretionary | 0 | 0.0 |
Total | 2,121 | 1,110.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 1,110.3 | |
Total | 2,121 | 1,110.6 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001259671] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
CornerStone Wealth Group LLC
✚
|
NC | 1.1 |
M Financial Asset Management Inc
✚
|
OR | 1.1 |
Emergent Financial Services LLC
✚
|
VA | 1.1 |
Galvin Gaustad & Stein LLC
✚
|
AZ | 1.1 |
CJM Wealth Advisers Ltd
✚
|
VA | 1.1 |
CornerStone Capital Inc
✚
|
CA | 1.1 |
The Hoerner Planning Group LLC
✚
|
VA | 1.1 |
YCG LLC
✚
|
TX | 1.1 |
Stairway Partners LLC
✚
|
IL | 1.1 |
Sapient Private Wealth Management Services LLC
✚
|
OR | 1.1 |