| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 06/18/2020 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| AUM* | 2,553,363,397 19.57% |
| of that, discretionary | 2,553,363,397 19.57% |
| Private Fund GAV* | 0 |
| Avg Account Size | 23,425,352 29.44% |
| % High Net Worth | 80.00% 9.33% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
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|---|---|---|---|---|---|
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| Stck Ticker422806109 | Stock NameHEICO CORP NEW | $ Position$43,323,523 | % Position4.00% | $ Change113530.00% | # Change1.00% |
| Stck Ticker666807102 | Stock NameNORTHROP GRUMMAN CORP | $ Position$43,972,443 | % Position4.00% | $ Change109480.00% | # Change0.00% |
| Stck Ticker67103H107 | Stock NameOREILLY AUTOMOTIVE INC | $ Position$43,849,841 | % Position4.00% | $ Change115392.00% | # Change-4.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$52,754,340 | % Position4.00% | $ Change85698.00% | # Change5.00% |
| Stck Ticker929740108 | Stock NameWABTEC | $ Position$46,481,819 | % Position4.00% | $ Change100674.00% | # Change5.00% |
| Stck Ticker81369Y605 | Stock NameSELECT SECTOR SPDR TR | $ Position$31,344,038 | % Position3.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$36,463,883 | % Position3.00% | $ Change95840.00% | # Change8.00% |
| Stck Ticker654106103 | Stock NameNIKE INC | $ Position$32,331,507 | % Position3.00% | $ Change92692.00% | # Change11.00% |