AA Financial Advisors LLC

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Assets, Funds, Holdings

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AA Financial Advisors LLC
CRD #119829
SEC #801-125806
CIK #0002016899
AUM $864.3 MM (2024-05-02)
Employees 18 (44% Investors, 39% Brokers)
Phone614-442-3355
Address150 E Broad St
Columbus, OH 43215
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
90072054036018002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 6.3
AAPL 2,382,844.0 4.7
LLY 301,789.7 3.9
TSLA 723,390.3 3.6
NVDA 399,550.0 3.5
 
 
 
 
 
 
Holdings by Sector ($MM)
3002401801206002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 598 170.7
(b) Individuals (high net worth individuals) 142 661.6
(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 3.5
(h) Charitable organizations 7 6.5
(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 12 21.9
(n) Other 0 0.0
Total 1,912 864.3
By Discretionary
Discretionary 850 525.4
Non-Discretionary 1,062 338.9
Total 1,912 864.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 864.3
Total 1,912 864.3
EDGAR Form CIK 2011 - 2024
13F-HR [0002016899]
Comparable Firms State AUM ($BB)
Hunter Michael Investment Advisors Inc
VA 0.9
Cutter and Company Brokerage Inc
MO 0.9
Bruni J V & Co
CO 0.9
Passive Capital Management LLC
NY 0.9
Estabrook Capital Management LLC
NY 0.9
JMAC Enterprises LLC
PA 0.9
Associated Investment Services Inc
WI 0.9
Jackson Hole Capital Partners LLC
OK 0.9
Whittier Advisors LLC
CA 0.9
Park Piedmont Advisors LLC
IL 0.9
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