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| American Investment Advisors Inc
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| |
|---|---|
| CRD # | 104579 |
| SEC # | 801-130760 |
| CIK # | 0001291424, 0001466992, 0001767898 |
| AUM | $114.0 MM (2024-06-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 608-238-3500 |
| Address | 3330 University Ave Ste 120 Madison, WI 53705-2167 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.0 | |
| CEG | 18,974.7 | 8.3 | |
| MSFT | 1,918,222.4 | 7.7 | |
| FLR | 3,399.7 | 7.3 | |
| META | 434,852.0 | 6.7 | |
| GOOGL | 1,475,138.5 | 6.5 | |
| IRM | 14,284.0 | 6.3 | |
| IBM | 127,593.9 | 6.3 | |
| BG | 13,763.6 | 6.3 | |
| TGT | 67,013.4 | 5.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 31.7 |
| (b) Individuals (high net worth individuals) | 21 | 63.9 |
| (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 | 6 | 17.2 |
| (h) Charitable organizations | 0 | 1.2 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 114.0 |
| By Discretionary | ||
| Discretionary | 154 | 99.2 |
| Non-Discretionary | 3 | 14.8 |
| Total | 157 | 114.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.0 | |
| Total | 157 | 114.0 |
| 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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