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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wgshaheen & Associates Ltd
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|---|---|
| CRD # | 117307 |
| SEC # | 801-60710 |
| CIK # | |
| AUM | $1.2 B (2025-04-14) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 585-232-6200 |
| Address | 959 Panorama Trail S Rochester, NY 14625 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 501 | 353.6 |
| (b) Individuals (high net worth individuals) | 182 | 797.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1,744 | 1,150.6 |
| By Discretionary | ||
| Discretionary | 1,414 | 1,063.1 |
| Non-Discretionary | 330 | 87.5 |
| Total | 1,744 | 1,150.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,150.6 | |
| Total | 1,744 | 1,150.6 |
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|---|---|---|
|
J L Bainbridge & Co Inc
✚
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FL | 1.2 |
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Professional Advisory Services Inc
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FL | 1.2 |
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1.2 | |
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Callahan Advisors LLC
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TX | 1.2 |
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Class VI Family Office LLC
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CO | 1.2 |
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Action Point Financial Planning LLC
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MI | 1.2 |
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Aspen Capital Management
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ID | 1.1 |
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Rappaport Reiches Capital Management LLC
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IL | 1.1 |
|
ARIS Investing LLC
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IL | 1.1 |
|
Titan Global Capital Management USA LLC
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NY | 1.1 |