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| Fi401K Advisors LLC
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|
|
|---|---|
| CRD # | 168408 |
| SEC # | 801-107736 |
| CIK # | |
| AUM | $849.7 M (2025-01-29) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 303-495-5890 |
| Address | 6041 South Syracuse Way Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 338 | 849.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 338 | 849.7 |
| By Discretionary | ||
| Discretionary | 180 | 601.9 |
| Non-Discretionary | 158 | 247.8 |
| Total | 338 | 849.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 849.7 | |
| Total | 338 | 849.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Yosemite Management LLC
✚
|
CA | 0.9 |
|
Viola Credit Partners Management LP
✚
|
0.9 | |
|
Bridger Investment Partners LLC
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|
NY | 0.8 |
|
Channing Global Advisors LLC
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|
FL | 0.8 |
|
3 38 Investment Fiduciaries Inc
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|
CA | 0.8 |
|
Eric M Flanagan Trading LLC
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|
0.8 | |
|
3Fourteen & SMI Advisory Services LLC
✚
|
IN | 0.8 |
|
Symbiotic Capital Management Co LLC
✚
|
CA | 0.8 |
|
Propel Venture Partners Management Co LLC
✚
|
CA | 0.8 |
|
Newfound Research LLC
✚
|
FL | 0.8 |