|
⚲
|
| Wulff Hansen & Co
✚
|
|
|---|---|
| CRD # | 908 |
| SEC # | 801-126111 |
| CIK # | 0000108634 |
| AUM | $108.9 MM (2023-03-17) |
| Employees | 10 (30% Investors, 80% Brokers) |
| Phone | 415-421-8900 |
| Address | 100 Smith Ranch Road San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BX | 69,051.8 | 6.3 | |
| PG | 338,108.9 | 3.6 | |
| MSFT | 1,918,222.4 | 2.8 | |
| BA | 82,059.9 | 2.6 | |
| AAPL | 2,382,844.0 | 2.5 | |
| CSX | 63,357.9 | 2.4 | |
| AMZN | 1,092,997.8 | 2.3 | |
| RTX | 139,471.0 | 2.2 | |
| MRK | 232,371.9 | 2.2 | |
| BIP | 17,034.7 | 2.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 18.3 |
| (b) Individuals (high net worth individuals) | 73 | 80.7 |
| (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 | 2 | 0.7 |
| (h) Charitable organizations | 6 | 9.2 |
| (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 | 139 | 108.9 |
| By Discretionary | ||
| Discretionary | 139 | 108.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 139 | 108.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.9 | |
| Total | 139 | 108.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000108634] |
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