|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Finaccess Advisors LLC
✚
|
|
|---|---|
| CRD # | 150697 |
| SEC # | 801-71013 |
| CIK # | |
| AUM | $4.0 B (2025-03-20) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 305-377-1112 |
| Address | 1111 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 74 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 2.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 11 | 0.1 |
| Total | 169 | 4.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 169 | 4.0 |
| Total | 169 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 0.0 | |
| Total | 169 | 4.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mozaic LLC
✚
|
CA | 4.1 |
|
van Berkom and Associates Inc
✚
|
4.1 | |
|
Ashton Thomas Private Wealth LLC
✚
|
AZ | 4.1 |
|
Texas Yale Capital Corp
✚
|
FL | 4.0 |
|
Larson Financial Group LLC
✚
|
MO | 4.0 |
|
Bridgeway Capital Management LLC
✚
|
TX | 4.0 |
|
Wharton Business Group LLC
✚
|
PA | 4.0 |
|
JFS Wealth Advisors LLC
✚
|
PA | 4.0 |
|
Highpoint Advisor Group LLC
✚
|
IL | 4.0 |
|
New Century Advisors LLC
✚
|
MD | 4.0 |