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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AIRE Advisors LLC
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| CRD # | 307450 |
| SEC # | 801-119842 |
| CIK # | 0001908177 |
| AUM | $905.4 M (2025-03-20) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 310-277-2473 |
| Address | 9350 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 36.2 | ||
| Comcast Corp | 17.6 | ||
| Nvidia Corp | 8.9 | ||
| Texas Roadhouse Inc | 7.3 | ||
| Amazon Com Inc | 6.5 | ||
| Facebook Inc | 5.6 | ||
| Microsoft Corp | 5.5 | ||
| Costco Wholesale Corp /NEW | 4.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 12.9 |
| (b) Individuals (high net worth individuals) | 242 | 872.2 |
| (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 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 20.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,029 | 905.4 |
| By Discretionary | ||
| Discretionary | 1,008 | 890.5 |
| Non-Discretionary | 21 | 14.9 |
| Total | 1,029 | 905.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 902.4 | |
| Total | 1,029 | 905.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908177] |
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|---|---|---|
|
COFG Advisors LLC
✚
|
IL | 0.9 |
|
Foresight Global Investors Inc
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|
NY | 0.9 |
|
Sevenoneseven Capital Management Ltd
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|
PA | 0.9 |
|
Faithward Advisors LLC
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|
PA | 0.9 |
|
Alpha Omega Wealth Management LLC
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VA | 0.9 |
|
Dock Street Asset Management Inc
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FL | 0.9 |
|
PKS Advisory Services LLC
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|
NY | 0.9 |
|
Elk River Wealth Management LLC
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|
CO | 0.9 |
|
Glass Jacobson Investment Advisors LLC
✚
|
MD | 0.9 |
|
Burns J W & Co Inc
✚
|
NY | 0.9 |