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Fi401K Advisors LLC
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CRD # | 168408 |
SEC # | 801-107736 |
CIK # | |
AUM | $786.9 MM (2024-01-30) |
Employees | 2 (50% Investors, 50% Brokers) |
Phone | 303-495-5890 |
Address | 6041 South Syracuse Way Greenwood Village, CO 80111 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 491 | 786.9 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 491 | 786.9 |
By Discretionary | ||
Discretionary | 295 | 528.5 |
Non-Discretionary | 196 | 258.4 |
Total | 491 | 786.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 786.9 | |
Total | 491 | 786.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
BMO Capital Markets Corp
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|
NY | 0.8 |
Strenta Investment Management Inc
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|
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 |