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| American Portfolios Advisors Inc
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|
|---|---|
| CRD # | 112697 |
| SEC # | 801-61065 |
| CIK # | 0001961150 |
| AUM | $8.4 BB (2023-03-30) |
| Employees | 610 (97% Investors, 97% Brokers) |
| Phone | 6314394600156 |
| Address | 4250 Veterans Memorial Highway Holbrook, NY 11741 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 1.5 | |
| MSFT | 1,918.2 | 0.8 | |
| AMZN | 1,093.0 | 0.5 | |
| NVDA | 399.6 | 0.3 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35,954 | 5.5 |
| (b) Individuals (high net worth individuals) | 1,308 | 2.6 |
| (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 | 480 | 0.2 |
| (h) Charitable organizations | 82 | 0.1 |
| (i) State or municipal government entities | 609 | 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 | 100 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 38,533 | 8.4 |
| By Discretionary | ||
| Discretionary | 31,134 | 6.1 |
| Non-Discretionary | 7,399 | 2.3 |
| Total | 38,533 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.4 | |
| Total | 38,533 | 8.4 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York City Employees' Retirement System | |
| New York State and Local Retirement System |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001961150] | |
| 13F-NT | [0001961150] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Investment Research & Advisory Group Inc
✚
|
GA | 9.1 |
|
IFP Advisors LLC
✚
|
FL | 8.9 |
|
GW & Wade LLC
✚
|
MA | 8.9 |
|
Bridges Investment Management Inc
✚
|
NE | 8.7 |
|
The Mather Group LLC
✚
|
IL | 8.7 |
|
Ameritas Advisory Services LLC
✚
|
NE | 8.5 |
|
Vontobel Swiss Financial Advisers AG
✚
|
8.5 | |
|
Sentinel Pension Advisors Inc
✚
|
MA | 8.3 |
|
Smith Shellnut Wilson LLC
✚
|
MS | 7.8 |
|
Planmember Securities Corporation
✚
|
CA | 7.5 |