|
⚲
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| AIRE Advisors LLC
✚
| |
|---|---|
| CRD # | 307450 |
| SEC # | 801-119842 |
| CIK # | 0001908177 |
| AUM | $827.4 MM (2024-03-07) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 310-277-2473 |
| Address | 9350 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 38.8 | |
| CMCSA | 175,303.0 | 15.0 | |
| TXRH | 5,107.1 | 8.6 | |
| MSFT | 1,918,222.4 | 5.9 | |
| AMZN | 1,092,997.8 | 5.7 | |
| NVDA | 399,550.0 | 5.3 | |
| META | 434,852.0 | 3.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 29.1 |
| (b) Individuals (high net worth individuals) | 220 | 798.3 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 931 | 827.4 |
| By Discretionary | ||
| Discretionary | 931 | 827.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 931 | 827.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.1 | |
| United States Persons | 818.4 | |
| Total | 931 | 827.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908177] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Auxier Asset Management LLC
✚
|
OR | 0.8 |
|
Deerfield Financial Advisors Inc
✚
|
IN | 0.8 |
|
The Advisory Group of San Francisco LLC
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|
CA | 0.8 |
|
Catalyst Financial Partners LLC
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|
MA | 0.8 |
|
Ironsides Asset Advisors LLC
✚
|
NC | 0.8 |
|
HH Capital Management Inc
✚
|
CA | 0.8 |
|
Peak Asset Management LLC
✚
|
CO | 0.8 |
|
LWMG LLC
✚
|
MN | 0.8 |
|
Ameliora Wealth Management Ltd
✚
|
0.8 | |
|
Xpyria Investment Advisors Inc
✚
|
PA | 0.8 |