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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Afinitiv LLC
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|---|---|
| CRD # | 305672 |
| SEC # | 801-117750 |
| CIK # | |
| AUM | $0.2 M (2024-09-06) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 61404730453 |
| Address | 30 North Gould Street Sheridan, WY 82801 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 72.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 72.9 |
| (h) Charitable organizations | 1 | 55.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 201.3 |
| By Discretionary | ||
| Discretionary | 10 | 150.2 |
| Non-Discretionary | 1 | 51.1 |
| Total | 11 | 201.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.3 | |
| Total | 11 | 201.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quantca Financial LLC
✚
|
WA | 0.0 |
|
Axe-Houghton Associates Inc
✚
|
NY | 0.0 |
|
Financial Resources Network Inc
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MA | 0.0 |
|
Corcoran Group Ltd
✚
|
MD | 0.0 |
|
Evergreen Investment Management Co
✚
|
MA | 0.0 |
|
BOFA Advisors LLC
✚
|
MA | 0.0 |
|
Hightower Financial Solutions LLC
✚
|
IL | 0.0 |
|
Evergreen Investment Associates Inc
✚
|
WA | 0.0 |
|
Capital Analysts Incorporated
✚
|
PA | 0.0 |
|
Advisors Capital Investments Inc
✚
|
FL | 0.0 |