API Financial Advisors LLC

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Assets, Funds, Holdings

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API Financial Advisors LLC
CRD #304586
SEC #801-117119
CIK #
AUM $44.5 MM (2024-07-18)
Employees 6 (100% Investors, 17% Brokers)
Phone321-888-2599
Address1950 Rockledge Blvd
Rockledge, FL 32955
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
504030201002009201420192025
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
FL 0.0
Comparable Firms State AUM ($BB)
Mount Murray Investment Inc
0.0
Hudson View Advisors LLC
NY 0.0
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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
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