Fi401K Advisors LLC

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Assets, Funds, Holdings

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Fi401K Advisors LLC
CRD #168408
SEC #801-107736
CIK #
AUM $786.9 MM (2024-01-30)
Employees 2 (50% Investors, 50% Brokers)
Phone303-495-5890
Address6041 South Syracuse Way
Greenwood Village, CO 80111
Source [IAPD] [Website]
Total AUM ($MM)
100080060040020002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 491 786.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 491 786.9
By Discretionary
Discretionary 295 528.5
Non-Discretionary 196 258.4
Total 491 786.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 786.9
Total 491 786.9
Comparable Firms State AUM ($BB)
BMO Capital Markets Corp
NY 0.8
Strenta Investment Management Inc
FL 0.8
Presima Securities ULC
0.8
Fosun Asset Management Limited
0.8
Lateral Investment Management LLC
CA 0.8
Asset Consulting Group LLC
MO 0.8
VCC Advisors LLC
NY 0.8
Elsewhere Partners LLC
TX 0.8
Samsung Asset Management Hong Kong Limited
0.8
Ophir Asset Management US LLC
CO 0.8
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