|
⚲
|
| Keyboard |
| American Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 104579 |
| SEC # | 801-130760 |
| CIK # | 0001466992, 0001767898, 0001291424 |
| AUM | 137.9 M (2026-03-25) |
| 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 ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 15.0 | ||
| Delta Air Lines Inc | 12.1 | ||
| Apple Inc | 8.2 | ||
| Amazon Com Inc | 5.7 | ||
| Alphabet Inc | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 25.8 |
| (b) Individuals (high net worth individuals) | 33 | 90.3 |
| (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 | 6 | 20.4 |
| (h) Charitable organizations | 2 | 1.3 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 176 | 137.9 |
| By Discretionary | ||
| Discretionary | 173 | 120.8 |
| Non-Discretionary | 3 | 17.1 |
| Total | 176 | 137.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.9 | |
| Total | 176 | 137.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Jahangiri Reza | |
| Bloom Retirement Holdings Inc. | |
| Finance of America Companies Inc. |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wildes Financial Strategies Inc
✚
|
SC | 138.3 M |
|
Maya Advisors Inc
✚
|
CA | 138.2 M |
|
Mark Bell Advisory Services Inc
✚
|
IL | 138.2 M |
|
Burr Financial Services LLC
✚
|
138.1 M | |
|
Arbor Wealth Management LLC
✚
|
AZ | 138.1 M |
|
Apple & Associates
✚
|
CA | 137.7 M |
|
Prince Asset Management Inc
✚
|
FL | 137.7 M |
|
Eubank Hutson & Associates LLC
✚
|
TX | 137.7 M |
|
XXEC Inc
✚
|
OK | 137.5 M |
|
Michael D Taxman Investment Management LLC
✚
|
NH | 137.5 M |