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| Happy Holidays!! thanks for using AUM13F!! |
| American Investment Advisors Inc
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| CRD # | 104579 |
| SEC # | 801-130760 |
| CIK # | 0001291424, 0001767898, 0001466992 |
| AUM | $124.3 M (2025-03-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 608-238-3500 |
| Address | 3330 University Ave Ste 120 Madison, WI 53705-2167 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Constellation Energy Corp | 8.1 | ||
| Microsoft Corp | 8.0 | ||
| Apple Inc | 7.7 | ||
| Facebook Inc | 7.5 | ||
| International Business Machines Corp | 7.3 | ||
| Bunge Global Sa | 7.1 | ||
| Fluor Corp | 6.7 | ||
| Babcock & Wilcox Co | 6.0 | ||
| Sony Corp | 5.9 | ||
| Iron Mountain Inc | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 25.9 |
| (b) Individuals (high net worth individuals) | 29 | 79.0 |
| (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 | 6 | 18.2 |
| (h) Charitable organizations | 0 | 1.1 |
| (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 | 161 | 124.3 |
| By Discretionary | ||
| Discretionary | 158 | 108.9 |
| Non-Discretionary | 3 | 15.4 |
| Total | 161 | 124.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.3 | |
| Total | 161 | 124.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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 - 2025 |
|---|---|
| Finance of America Companies Inc. | |
| Bloom Retirement Holdings Inc. | |
| Jahangiri Reza |
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