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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) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0002004720] |
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