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| American Financial Advisors Inc
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|---|---|
| CRD # | 108530 |
| SEC # | 801-56857 |
| CIK # | 0001291424, 0001466992, 0001767898 |
| AUM | $725.7 MM (2023-02-17) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 407-207-9006 |
| Address | 1936 Lee Road Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.3 | |
| FLR | 3,399.7 | 6.7 | |
| MSFT | 1,918,222.4 | 5.1 | |
| LNG | 34,273.2 | 5.1 | |
| MDLZ | 85,415.8 | 4.6 | |
| IBM | 127,593.9 | 4.4 | |
| TGT | 67,013.4 | 4.4 | |
| LEN | 20,607.5 | 4.3 | |
| SONY | 102,847.3 | 4.1 | |
| PYPL | 83,170.4 | 3.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 462 | 223.7 |
| (b) Individuals (high net worth individuals) | 240 | 502.0 |
| (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 | 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 | 1,543 | 725.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,543 | 725.7 |
| Total | 1,543 | 725.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 725.7 | |
| Total | 1,543 | 725.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001291424] | |
| 3 | [0001466992] | |
| D | [0001466992] | |
| SC 13D | [0001466992] | |
| 13F-HR | [0001767898] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Bloom Retirement Holdings Inc | Finance of America Companies Inc | [2023-04-10] |
| Form 3/4/5 Subject | 2011 - 2023 |
|---|---|
| Jahangiri Reza | |
| Bloom Retirement Holdings Inc. | |
| Finance of America Companies Inc. |
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