|
⚲
|
| Well Done LLC
✚
| |
|---|---|
| CRD # | 173736 |
| SEC # | 801-80687 |
| CIK # | 0001667132 |
| AUM | $1.7 BB (2024-02-12) |
| Employees | 26 (81% Investors, 0% Brokers) |
| Phone | 616-392-5332 |
| Address | 85 E 8th Street Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GNTX | 6,663.3 | 13.5 | |
| VOXX | 225.1 | 10.5 | |
| ABBV | 269,466.6 | 8.5 | |
| IAU | 6.8 | ||
| AAPL | 2,382,844.0 | 6.1 | |
| ABT | 187,298.3 | 5.1 | |
| MSFT | 1,918,222.4 | 4.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 528 | 189.5 |
| (b) Individuals (high net worth individuals) | 295 | 1,098.1 |
| (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 | 8 | 16.2 |
| (h) Charitable organizations | 31 | 142.3 |
| (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 | 27 | 254.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,850 | 1,701.0 |
| By Discretionary | ||
| Discretionary | 2,843 | 1,690.8 |
| Non-Discretionary | 7 | 10.1 |
| Total | 2,850 | 1,701.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 1,697.1 | |
| Total | 2,850 | 1,701.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001667132] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Smith Moore & Co
✚
|
MO | 1.7 |
|
Doyenne Wealth Advisors LLC
✚
|
IL | 1.7 |
|
Institutional and Family Asset Management LLC
✚
|
CO | 1.7 |
|
The Wealth Alliance LLC
✚
|
NY | 1.7 |
|
Heritage Investment Group Inc
✚
|
FL | 1.7 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.7 |
|
Sigma Investment Counselors Inc
✚
|
MI | 1.7 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.7 |
|
NBC Securities Inc
✚
|
AL | 1.7 |
|
Redwood Investments LLC
✚
|
MA | 1.7 |