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Fai Advisors Inc
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CRD # | 122132 |
SEC # | 801-127868 |
CIK # | |
AUM | $250.0 MM (2024-06-28) |
Employees | 13 (62% Investors, 0% Brokers) |
Phone | 248-482-3600 |
Address | 27500 Drake Rd Farmington Hills, MI 48331 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 427 | 99.6 |
(b) Individuals (high net worth individuals) | 83 | 148.4 |
(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 | 3 | 2.0 |
(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 | 869 | 250.0 |
By Discretionary | ||
Discretionary | 784 | 240.0 |
Non-Discretionary | 85 | 10.0 |
Total | 869 | 250.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 250.0 | |
Total | 869 | 250.0 |
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Kensington Investment Counsel LLC
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|
CA | 0.3 |
Trademark Financial Management LLC
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HFG Advisors Inc
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Cogent Strategic Wealth LLC
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IL | 0.3 |
The Retirement GUYS Formula LLC
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OH | 0.3 |
Vaughan and Company Securities Inc
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NJ | 0.2 |
Royal Oak Financial Advisors LLC
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MI | 0.2 |
Three Seasons Wealth
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UT | 0.2 |
United Brokerage Services Inc
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|
WV | 0.2 |