Fai Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Fai Advisors Inc
CRD #122132
SEC #801-127868
CIK #
AUM $250.0 MM (2024-06-28)
Employees 13 (62% Investors, 0% Brokers)
Phone248-482-3600
Address27500 Drake Rd
Farmington Hills, MI 48331
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 427 99.6
(b) Individuals (high net worth individuals) 83 148.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 2.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 869 250.0
By Discretionary
Discretionary 784 240.0
Non-Discretionary 85 10.0
Total 869 250.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 250.0
Total 869 250.0
Comparable Firms State AUM ($BB)
Kensington Investment Counsel LLC
CA 0.3
Trademark Financial Management LLC
MN 0.3
Lee Johnson Capital Management LLC
TX 0.3
HFG Advisors Inc
OH 0.3
Cogent Strategic Wealth LLC
IL 0.3
The Retirement GUYS Formula LLC
OH 0.3
Vaughan and Company Securities Inc
NJ 0.2
Royal Oak Financial Advisors LLC
MI 0.2
Three Seasons Wealth
UT 0.2
United Brokerage Services Inc
WV 0.2
Terms | Privacy | Guide
tony@aum13f.com