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| Happy Holidays!! thanks for using AUM13F!! |
| Fiduciary Advisors Inc
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|---|---|
| CRD # | 108239 |
| SEC # | 801-57763 |
| CIK # | 0002047030 |
| AUM | $1.7 B (2025-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 314-726-5150 |
| Address | 12813 Flushing Meadows Dr St Louis, MO 63131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 18.5 |
| (b) Individuals (high net worth individuals) | 53 | 146.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 1,461.0 |
| (h) Charitable organizations | 3 | 7.5 |
| (i) State or municipal government entities | 3 | 97.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 1,731.3 |
| By Discretionary | ||
| Discretionary | 318 | 1,647.4 |
| Non-Discretionary | 70 | 83.9 |
| Total | 388 | 1,731.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,731.3 | |
| Total | 388 | 1,731.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002047030] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Heartland Consultants Inc
✚
|
MO | 1.8 |
|
The Norden Group LLC
✚
|
UT | 1.7 |
|
CFO4Life Group LLC
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TX | 1.7 |
|
Ellenbecker Investment Group Inc
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WI | 1.7 |
|
JSF Financial LLC
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|
CA | 1.7 |
|
Physician Wealth Advisors Inc
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|
UT | 1.7 |
|
The Fiduciary Group LLC
✚
|
GA | 1.7 |
|
Navy Federal Investment Services LLC
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|
VA | 1.7 |
|
Twelve Points Wealth Management LLC
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|
MA | 1.7 |
|
Impact Partnership Wealth LLC
✚
|
GA | 1.7 |