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| American Financial Advisors LLC
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| |
|---|---|
| CRD # | 115824 |
| SEC # | 801-60761 |
| CIK # | 0001291424, 0001466992, 0001767898 |
| AUM | $853.5 MM (2024-07-02) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 770-977-2434 |
| Address | 2551 Roswell Road Marietta, GA 30062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001291424 0001466992 0001767898 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 10.0 | |
| Constellation Energy Corp | 18,974.7 | 8.3 | |
| Microsoft Corp | 1,918,222.4 | 7.7 | |
| Fluor Corp | 3,399.7 | 7.3 | |
| Facebook Inc | 434,852.0 | 6.7 | |
| Alphabet Inc | 1,475,138.5 | 6.5 | |
| Iron Mountain Inc | 14,284.0 | 6.3 | |
| International Business Machines Corp | 127,593.9 | 6.3 | |
| Bunge Global Sa | 13,763.6 | 6.3 | |
| Target Corp | 67,013.4 | 5.2 | |
| Jacobs Engineering Group Inc /DE/ | 16,028.2 | 5.1 | |
| Hershey Co | 44,908.2 | 5.0 | |
| Lam Research Corp | 60,793.2 | 5.0 | |
| Southern Co | 75,035.5 | 4.7 | |
| Babcock & Wilcox Co | 4,846.0 | 4.6 | |
| NXP Semiconductors NV | 40,492.7 | 4.6 | |
| Freeport McMoran Copper & Gold Inc | 44,631.0 | 4.5 | |
| Fidelity National Information Services Inc | 57,577.4 | 4.5 | |
| Lennar Corp /New/ | 20,607.5 | 4.5 | |
| Kimco Realty Corp | 12,588.8 | 4.5 | |
| Sony Corp | 102,847.3 | 4.3 | |
| Autoliv Inc | 6,715.9 | 4.0 | |
| AGCO Corp /DE | 7,634.0 | 3.9 | |
| Kraft Foods Inc | 85,415.8 | 3.9 | |
| Schwab Charles Corp | 121,688.8 | 3.9 | |
| Cameco Corp | 8,999.9 | 3.7 | |
| Cheniere Energy Inc | 34,273.2 | 3.4 | |
| Archer Daniels Midland Co | 42,760.2 | 3.3 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 612 | 227.6 |
| (b) Individuals (high net worth individuals) | 285 | 603.3 |
| (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 | 2 | 11.0 |
| (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 | 4 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,992 | 853.5 |
| By Discretionary | ||
| Discretionary | 1,992 | 853.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,992 | 853.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 853.5 | |
| Total | 1,992 | 853.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001291424] | |
| 3 | [0001466992] | |
| 4 | [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 - 2024 |
|---|---|
| Finance of America Companies Inc. | |
| Bloom Retirement Holdings Inc. | |
| Jahangiri Reza |
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