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API Financial Advisors LLC
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CRD # | 304586 |
SEC # | 801-117119 |
CIK # | |
AUM | $44.5 MM (2024-07-18) |
Employees | 6 (100% Investors, 17% Brokers) |
Phone | 321-888-2599 |
Address | 1950 Rockledge Blvd Rockledge, FL 32955 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 182 | 40.5 |
(b) Individuals (high net worth individuals) | 0 | 4.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 185 | 44.5 |
By Discretionary | ||
Discretionary | 185 | 44.5 |
Non-Discretionary | 0 | 0.0 |
Total | 185 | 44.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 44.5 | |
Total | 185 | 44.5 |
Related Firms | State | AUM ($BB) |
---|---|---|
API Financial Advisors LLC
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|
FL | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mount Murray Investment Inc
✚
|
0.0 | |
Hudson View Advisors LLC
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|
NY | 0.0 |
NorthStar Financial Advisors LLC
✚
|
NY | 0.0 |
Ancora West Advisors LLC
✚
|
NV | 0.0 |
Target Rock Wealth Management LLC
✚
|
NY | 0.0 |
Kane Financial LLC
✚
|
NY | 0.0 |
Wealthpro LLC
✚
|
NY | 0.0 |
MINT Asset Management LLC
✚
|
NJ | 0.0 |
Alexander Beard USA Inc
✚
|
0.0 | |
MW Investment Strategy
✚
|
CA | 0.0 |