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AA Financial Advisors LLC
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CRD # | 119829 |
SEC # | 801-125806 |
CIK # | 0002016899 |
AUM | $864.3 MM (2024-05-02) |
Employees | 18 (44% Investors, 39% Brokers) |
Phone | 614-442-3355 |
Address | 150 E Broad St Columbus, OH 43215 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0002016899] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hunter Michael Investment Advisors Inc
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|
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 |