|
⚲
|
| America First Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 106984 |
| SEC # | 801-41702 |
| CIK # | 0001308778 |
| AUM | $665.1 M (2026-06-25) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 402-991-3388 |
| Address | 10050 Regency Circle, Suite 515 Omaha, NE 68114-3721 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 34.3 | ||
| Alphabet Inc | 29.7 | ||
| Schlumberger Ltd /NV/ | 29.4 | ||
| Enbridge Inc | 28.3 | ||
| Franco Nevada Corp | 28.1 | ||
| CME Group Inc | 28.1 | ||
| Royal Gold Inc | 27.3 | ||
| Thermo Fisher Scientific Inc | 26.0 | ||
| Amazon Com Inc | 25.8 | ||
| Pfizer Inc | 25.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 42.9 |
| (b) Individuals (high net worth individuals) | 175 | 615.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 622 | 665.1 |
| By Discretionary | ||
| Discretionary | 622 | 665.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 622 | 665.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 665.1 | |
| Total | 622 | 665.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001308778] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RDA Financial Network Inc
✚
|
IA | 0.7 |
|
Garden State Investment Advisory Services LLC
✚
|
NJ | 0.7 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.7 |
|
Harvest Financial Advisors LLC
✚
|
OH | 0.7 |
|
Beck Bode LLC
✚
|
MA | 0.7 |
|
BCWM LLC
✚
|
KS | 0.7 |
|
Alta Wealth Advisors LLC
✚
|
MA | 0.7 |
|
Duncan & Haley Ltd
✚
|
WA | 0.7 |
|
BARE Financial Services Inc
✚
|
PA | 0.7 |
|
Purus Wealth Management LLC
✚
|
CA | 0.7 |