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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Woodley Farra Manion Portfolio Management Inc
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| CRD # | 107660 |
| SEC # | 801-50387 |
| CIK # | 0001165805 |
| AUM | $2.1 B (2025-03-26) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 317-269-0224 |
| Address | 8555 N River Road Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Walt Disney Co | 0.1 | ||
| Morgan Stanley | 0.1 | ||
| Gallagher Arthur J & Co | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| Darden Restaurants Inc | 0.1 | ||
| Intercontinentalexchange Group Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Honeywell International Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 588 | 0.8 |
| (b) Individuals (high net worth individuals) | 882 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 54 | 0.2 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,529 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,526 | 2.1 |
| Non-Discretionary | 3 | 0.0 |
| Total | 1,529 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,529 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001165805] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Duncan Williams Asset Management LLC
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|
TN | 2.2 |
|
Fulton Breakefield Broenniman LLC
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|
MD | 2.2 |
|
GC Wealth Management RIA LLC
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MA | 2.2 |
|
Foster Victor Wealth Advisors LLC
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SC | 2.2 |
|
Freedom Investment Management Inc
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|
CT | 2.1 |
|
Washington Crossing Advisors LLC
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|
NJ | 2.1 |
|
DDD Partners LLC
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|
WA | 2.1 |
|
Warwick Investment Management Inc
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|
TX | 2.1 |
|
Bridgewater Advisors Inc
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|
NY | 2.1 |
|
CornerStone Investment Partners LLC
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|
GA | 2.1 |