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| West Paces Advisors Inc
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| |
|---|---|
| CRD # | 175512 |
| SEC # | 801-96230 |
| CIK # | 0002004720 |
| AUM | $797.8 MM (2024-06-12) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 404-478-3030 |
| Address | 3284 Northside Parkway, NW Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| KO | 270.0 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| HD | 277.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AON | 56.4 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| MRK | 232.4 | 0.0 | |
| REG | 10.5 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 34.5 |
| (b) Individuals (high net worth individuals) | 162 | 755.9 |
| (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 | 2.2 |
| (h) Charitable organizations | 0 | 5.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 725 | 797.8 |
| By Discretionary | ||
| Discretionary | 722 | 791.5 |
| Non-Discretionary | 3 | 6.3 |
| Total | 725 | 797.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 794.6 | |
| Total | 725 | 797.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002004720] |
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