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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fiduciary Advisor Advocates LLC
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|---|---|
| CRD # | 169039 |
| SEC # | 801-78758 |
| CIK # | |
| AUM | $109.5 M (2025-04-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 914-643-6014 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 13.5 |
| (b) Individuals (high net worth individuals) | 13 | 5.5 |
| (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 | 22.5 |
| (h) Charitable organizations | 0 | 49.3 |
| (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 | 18.8 |
| (n) Other | 0 | 0.0 |
| Total | 88 | 109.5 |
| By Discretionary | ||
| Discretionary | 88 | 109.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 88 | 109.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.5 | |
| Total | 88 | 109.5 |
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|---|---|---|
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
APO Financial Services LLC
✚
|
AZ | 0.1 |
|
Iowa Wealth Management LLC
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IA | 0.1 |
|
Heritage Grove Wealth Management LLC
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|
0.1 | |
|
IFC and Insurance Marketing Inc
✚
|
CA | 0.1 |
|
South Bay Financial Partners Group Inc
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|
CA | 0.1 |
|
Midwest Financial Network LLC
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|
IL | 0.1 |
|
RCM Robinson Capital Management LLC
✚
|
CA | 0.1 |
|
Vanderpol Investments LLC
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|
MI | 0.1 |
|
Atlas Financial Advisors Inc
✚
|
CA | 0.1 |