Financial Architects Inc
- Assets, Funds, Holdings
| Financial Architects Inc
|
|---|
| CRD # | 105897 |
| SEC # | 801-34212 |
| CIK # | 0001416692, 0002008540 |
| AUM |
|
| Employees |
18 (56% Investors, 0% Brokers)
|
| Phone | 856-985-8400 |
| Address | 525 Route 73N, Suite 312
Marlton, NJ 08053 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn] [Facebook]
|
|
Total AUM ($MM)
|
|---|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|---|
|
AAPL
|
2,382,844.0 |
0.7 |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| Holdings by Sector ($MM) |
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
609
|
478.2 |
| (b) Individuals (high net worth individuals) |
165
|
866.0 |
| (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 |
27 |
21.0 |
| (h) Charitable organizations |
0 |
0.2 |
| (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 |
17 |
118.6 |
| (n) Other |
0 |
0.0 |
| Total |
2,306 |
1,484.0 |
| By Discretionary |
| Discretionary |
2,043 |
993.0 |
| Non-Discretionary |
263 |
491.0 |
| Total |
2,306 |
1,484.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,484.0 |
| Total |
2,306 |
1,484.0 |
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