American Portfolios Advisors Inc

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Assets, Funds, Holdings

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American Portfolios Advisors Inc
CRD #112697
SEC #801-61065
CIK #0001961150
AUM
Employees 700 (86% Investors, 76% Brokers)
Phone6314394600156
Address4250 Veterans Memorial Highway
Holbrook, NY 11741
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
151296302000200820162025
Sector Form 13F Holdings Value ($B)
Apple Inc 1.2
Nvidia Corp 0.9
Microsoft Corp 0.9
Amazon Com Inc 0.5
Alphabet Inc 0.3
Alphabet Inc 0.2
Facebook Inc 0.2
 
 
 
 
Holdings by Sector ($B)
705642281402016201920222026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 25,477 5.1
(b) Individuals (high net worth individuals) 9,053 7.1
(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 275 0.3
(h) Charitable organizations 104 0.4
(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 229 0.2
(n) Other 0 0.0
Total 54,553 13.1
By Discretionary
Discretionary 41,244 9.5
Non-Discretionary 13,309 3.6
Total 54,553 13.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 13.1
Total 54,553 13.1
Limited Partners2011 - 2025
New York City Employees' Retirement System
New York State and Local Retirement System
EDGAR Form CIK 2011 - 2025
13F-HR [0001961150]
13F-NT [0001961150]
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