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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Advisory Partners LLC
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| CRD # | 310914 |
| SEC # | 801-120062 |
| CIK # | 0001994252 |
| AUM | $325.1 M (2025-03-18) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 407-478-6314 |
| Address | 1201 S Orlando Avenue Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 8.4 | ||
| Microsoft Corp | 6.1 | ||
| Oracle Corp | 5.8 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Republic Services Inc | 5.5 | ||
| Wal Mart Stores Inc | 5.4 | ||
| Morgan Stanley | 4.9 | ||
| Parker Hannifin Corp | 4.7 | ||
| Apple Inc | 4.6 | ||
| VISA Inc | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 79.6 |
| (b) Individuals (high net worth individuals) | 83 | 185.6 |
| (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 | 2 | 1.0 |
| (h) Charitable organizations | 6 | 19.2 |
| (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 | 5 | 39.7 |
| (n) Other | 0 | 0.0 |
| Total | 515 | 325.1 |
| By Discretionary | ||
| Discretionary | 515 | 325.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 515 | 325.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.1 | |
| Total | 515 | 325.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001994252] |
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0.3 | |
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CO | 0.3 |