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| Advisors Financial Inc
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| CRD # | 144837 |
| SEC # | 801-80263 |
| CIK # | 0001172661, 0001766226, 0001332748, 0000842766, 0001766909, 0001597690, 0001640420 |
| AUM | 321.2 M (2026-06-30) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-883-0300 |
| Address | 8201 Greensboro Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 2.1 | ||
| Adobe Systems Inc | 2.0 | ||
| Novartis AG | 1.9 | ||
| Okta Inc | 1.9 | ||
| Deere & Co | 1.8 | ||
| Denali Holding Inc | 1.6 | ||
| Coca Cola Co | 1.5 | ||
| Bank of Nova Scotia | 1.4 | ||
| 3M Co | 1.3 | ||
| National Grid PLC | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 49.4 |
| (b) Individuals (high net worth individuals) | 95 | 266.2 |
| (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 | 0 | 0.1 |
| (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 | 5 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 723 | 321.2 |
| By Discretionary | ||
| Discretionary | 723 | 321.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 723 | 321.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.2 | |
| Total | 723 | 321.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000842766] | |
| 4 | [0001332748] | |
| 13F-HR | [0001597690] | |
| 13F-HR | [0001640420] | |
| 13F-NT | [0001640420] | |
| 13F-HR | [0001766226] | |
| 13F-NT | [0001766226] | |
| 13F-HR | [0001766909] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Aunger Paul | |
| Advisors LLC | |
| Inova Technology Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Inova Technology Inc INVA
Inova common shares
|
2013-01-12 | Buy | 2,507,375 | $17,000.00 | 42,625,375,000 |
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