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| Happy Holidays!! thanks for using AUM13F!! |
| Alternative Investment Advisors LLC
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| CRD # | 160108 |
| SEC # | 801-117266 |
| CIK # | 0002009486 |
| AUM | $341.0 M (2025-03-28) |
| Employees | 12 (75% Investors, 17% Brokers) |
| Phone | 407-261-4242 |
| Address | 698 North Maitland Avenue Maitland, FL 32751 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009486 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.4 | ||
| International Business Machines Corp | 2.4 | ||
| Advanced Micro Devices Inc | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Lam Research Corp | 1.8 | ||
| Alphabet Inc | 1.8 | ||
| Broadcom Inc | 1.6 | ||
| Apple Inc | 1.4 | ||
| Oneok Inc /New/ | 1.1 | ||
| Occidental Petroleum Corp /DE/ | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,282 | 219.9 |
| (b) Individuals (high net worth individuals) | 52 | 93.4 |
| (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 | 8 | 27.8 |
| (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 | 2,604 | 341.0 |
| By Discretionary | ||
| Discretionary | 2,596 | 313.2 |
| Non-Discretionary | 8 | 27.8 |
| Total | 2,604 | 341.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 340.7 | |
| Total | 2,604 | 341.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009486] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Realta Investment Advisors Inc
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|
DE | 0.3 |
|
O'Donnell Financial Services LLC
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|
CA | 0.3 |
|
Wolff Wiese Magana LLC
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|
CA | 0.3 |
|
Smedley Financial Services Inc
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|
UT | 0.3 |
|
One Degree Advisors Inc
✚
|
CA | 0.3 |
|
Brooklyn FI LLC
✚
|
NY | 0.3 |
|
Pinnacle Family Advisors LLC
✚
|
MO | 0.3 |
|
Yosemite Capital Management LLC
✚
|
CA | 0.3 |
|
Baron Financial Group LLC
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|
NJ | 0.3 |
|
Grandview Asset Management LLC
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|
PA | 0.3 |