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| Widmann Financial Services Inc
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| |
|---|---|
| CRD # | 289106 |
| SEC # | 801-111962 |
| CIK # | 0001906640 |
| AUM | $341.5 MM (2024-05-08) |
| Employees | 10 (100% Investors, 50% Brokers) |
| Phone | 301-262-2919 |
| Address | 4321 Northview Drive Bowie, MD 20716 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 7.4 | |
| AAPL | 2,382,844.0 | 6.1 | |
| XOM | 385,508.3 | 3.3 | |
| IBM | 127,593.9 | 2.6 | |
| MCD | 179,584.2 | 2.5 | |
| PG | 338,108.9 | 2.4 | |
| HD | 277,648.0 | 2.3 | |
| JNJ | 465,600.2 | 2.2 | |
| CVX | 294,604.1 | 1.9 | |
| MCHP | 32,965.1 | 1.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399 | 153.9 |
| (b) Individuals (high net worth individuals) | 86 | 173.9 |
| (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 | 0.0 |
| (h) Charitable organizations | 5 | 7.3 |
| (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 | 0 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 932 | 341.5 |
| By Discretionary | ||
| Discretionary | 931 | 340.5 |
| Non-Discretionary | 1 | 1.0 |
| Total | 932 | 341.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.5 | |
| Total | 932 | 341.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001906640] |
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