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| API Financial Advisors LLC
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| |
|---|---|
| CRD # | 304586 |
| SEC # | 801-117119 |
| CIK # | |
| AUM | $71.0 M (2025-06-23) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 321-888-2599 |
| Address | 1950 Rockledge Blvd Rockledge, FL 32955 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 63.4 |
| (b) Individuals (high net worth individuals) | 5 | 7.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 464 | 71.0 |
| By Discretionary | ||
| Discretionary | 464 | 71.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 464 | 71.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 71.0 | |
| Total | 464 | 71.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
API Financial Advisors LLC
✚
|
FL | 0.1 |
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Watts Capital Partners LLC
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0.1 | |
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Genesis Asset Management Group Inc
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Castle Rock Investment Company
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0.1 | |
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Schaffer & Company Asset Management Inc
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Oak Crest Advisory LLC
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Sound Advisory LLC
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0.1 | |
|
Komorebi Global LLC
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0.1 |