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| AA Financial Advisors LLC
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|
|---|---|
| CRD # | 119829 |
| SEC # | 801-125806 |
| CIK # | 0002016899 |
| AUM | $1.0 B (2025-07-02) |
| Employees | 20 (50% Investors, 45% Brokers) |
| Phone | 614-442-3355 |
| Address | 150 E Broad St Columbus, OH 43215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 9.3 | ||
| Microsoft Corp | 7.5 | ||
| Commscope Holding Company Inc | 5.9 | ||
| Broadcom Inc | 5.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 646 | 241.9 |
| (b) Individuals (high net worth individuals) | 147 | 735.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.4 |
| (h) Charitable organizations | 7 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 25.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,097 | 1,012.2 |
| By Discretionary | ||
| Discretionary | 1,542 | 818.2 |
| Non-Discretionary | 555 | 194.0 |
| Total | 2,097 | 1,012.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,012.2 | |
| Total | 2,097 | 1,012.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002016899] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Metrics LLC
✚
|
AZ | 1.0 |
|
Dinuzzo Private Wealth Inc
✚
|
PA | 1.0 |
|
Montis Financial LLC
✚
|
MA | 1.0 |
|
Cleveland Wealth LLC
✚
|
OH | 1.0 |
|
Covenant Partners LLC
✚
|
TN | 1.0 |
|
Allen Mooney & Barnes Investment Advisors LLC
✚
|
GA | 1.0 |
|
NPA Asset Management LLC
✚
|
NJ | 1.0 |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1.0 |
|
Baxter Brothers Inc
✚
|
CT | 1.0 |
|
Strategic Benefit Consultants Inc
✚
|
IN | 1.0 |