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| Advisors Financial Inc
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|---|---|
| CRD # | 144837 |
| SEC # | 801-80263 |
| CIK # | 0001597690, 0001766226, 0001766909, 0001640420, 0001332748 |
| AUM | $238.1 MM (2023-03-02) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 703-883-0300 |
| Address | 8391 Old Courthouse Road Vienna, VA 22812 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 9.3 | |
| MSFT | 1,918,222.4 | 7.1 | |
| LLY | 301,789.7 | 6.2 | |
| RIO | 102,512.8 | 2.5 | |
| TSCO | 21,844.9 | 2.5 | |
| UNH | 477,004.0 | 2.2 | |
| TSM | 437,370.3 | 2.0 | |
| CAT | 99,975.7 | 1.9 | |
| AMD | 131,458.5 | 1.8 | |
| PANW | 49,011.6 | 1.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 30.7 |
| (b) Individuals (high net worth individuals) | 92 | 203.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 7 | 4.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 238.1 |
| By Discretionary | ||
| Discretionary | 713 | 238.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 713 | 238.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 238.0 | |
| Total | 713 | 238.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 4 | [0001332748] | |
| 13F-HR | [0001597690] | |
| 13F-HR | [0001640420] | |
| 13F-HR | [0001766226] | |
| 13F-NT | [0001766226] | |
| 13F-HR | [0001766909] |
| Form 3/4/5 Subject | 2011 - 2023 |
|---|---|
| Aunger Paul | |
| Advisors LLC | |
| Inova Technology Inc. |
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