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Stuart Chaussee & Associates

Stuart Chaussee & Associates is an investment advisor in Palos Verdes Estates with $255.9M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454451253
SEC advisor number
801-110912
FINRA CRD number
112105
AUM ?
$255.9M (as of 10 Feb 21)
Accounts
352 (as of 10 Feb 21)
Employees
1 (1 investment advisory or research)
Address
Stuart Chaussee & Associates
721 VIA SOMONTE
PALOS VERDES ESTATES
CA 90274
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
(310) 373-3732
Owner Title From %Ownership
Chaussee, Stuart, Dubes President/chief Compliance Officer 12/1996 > 75%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 138 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$30.35M 75.78K 75.86K -0.1
$19M 47.35K 48.92K -3.2
$4.28M 41.39K 332.06K -87.5
Invesco QQQ Trust
$1.32M 3.68K 3.77K -2.3
$1.21M 10.93K 10.93K 0
$1.01M 6.78K 683.79K -99.0
$684K 2.43K 2.43K 0
$566K 4.05K 4.04K +0.2
$446K 2.45K 2.45K 0
Alphabet
$443K 166 166 0
$351K 1.07K 1.07K 0
$350K 2.07K 2.07K 0
Waste Management
$341K 2.29K 2.29K 0
$240K 1.69K 1.69K 0
$210K 4.94K 4.94K 0
$175K 725 725 0
Comcast
$145K 2.6K 2.6K 0
$144K 3.77K 3.77K 0
$134K 1.5K 1.5K 0
Verizon
$123K 2.28K 2.28K 0
$112K 2.14K 2.14K 0
AbbVie
$93K 858 858 0
$92K 400 400 0
$86K 232 232 0
JPMorgan Chase
$83K 508 508 0
Oracle
$70K 800 800 0
Trane Technologies
$69K 400 400 0
$66K 207 207 0
$62K 386 386 0
$59K 269 269 0
$57K 583 583 0
$54K 160 160 0
$53K 447 447 0
At&t
$50K 1.87K 1.87K 0
BlackRock
$48K 57 57 0
Merck
$48K 633 633 0
$47K 221 221 0
$44K 292 292 0
$42K 575 575 0
$42K 715 715 0
$39K 716 716 0
$37K 400 400 0
$36K 880 880 0
$36K 588 588 0
$34K 168 260.31K -99.9
Adobe Systems
$32K 55 55 0
$31K 165 165 0
$30K 385 385 0
$28K 456 456 0
Salesforce.com
$25K 91 91 0
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings