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| Aznar Financial Advisors LLC
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| |
|---|---|
| CRD # | 121388 |
| SEC # | 801-125796 |
| CIK # | |
| AUM | $138.7 MM (2024-01-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 973-540-8850 |
| Address | 21 Lakeview Drive Morris Plains, NJ 07950 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 2.3 |
| (b) Individuals (high net worth individuals) | 33 | 136.4 |
| (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 | 180 | 138.7 |
| By Discretionary | ||
| Discretionary | 180 | 138.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 180 | 138.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.2 | |
| United States Persons | 130.5 | |
| Total | 180 | 138.7 |
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FL | 0.1 |
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TX | 0.1 |