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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Advisors Network Inc
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| CRD # | 152083 |
| SEC # | 801-74613 |
| CIK # | 0001697856 |
| AUM | $954.0 M (2025-03-27) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 714-597-6510 |
| Address | 1432 Edinger Avenue Tustin, CA 92780 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gilead Sciences Inc | 17.3 | ||
| Apple Inc | 13.5 | ||
| Nvidia Corp | 11.5 | ||
| Airbnb Inc | 7.2 | ||
| GoDaddy Inc | 6.4 | ||
| Cardinal Health Inc | 6.4 | ||
| Fortinet Inc | 6.0 | ||
| McKesson Corp | 5.9 | ||
| Palo Alto Networks Inc | 5.8 | ||
| Altria Group Inc | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 430 | 101.9 |
| (b) Individuals (high net worth individuals) | 369 | 834.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 18.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,984 | 954.0 |
| By Discretionary | ||
| Discretionary | 3,712 | 885.2 |
| Non-Discretionary | 272 | 68.8 |
| Total | 3,984 | 954.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 954.0 | |
| Total | 3,984 | 954.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697856] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fountainhead AM LLC
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|
NJ | 1.0 |
|
Ram Investment Partners LLC
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|
WA | 1.0 |
|
Great Lakes Retirement Inc
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|
OH | 1.0 |
|
Lucid Advisors Inc
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|
WA | 1.0 |
|
First Affirmative Financial Network LLC
✚
|
CO | 1.0 |
|
The Joseph Group LLC
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|
OH | 0.9 |
|
Manchester Financial Inc
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|
CA | 0.9 |
|
Galloway Asset Management LLC
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|
AZ | 0.9 |
|
Oak Harvest Investment Services LLC
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|
TX | 0.9 |
|
Cooper/Haims Advisors LLC
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|
NY | 0.9 |