Financial Architects Inc

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Assets, Funds, Holdings

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Financial Architects Inc
CRD #105897
SEC #801-34212
CIK #0001416692, 0002008540
AUM
Employees 18 (56% Investors, 0% Brokers)
Phone856-985-8400
Address525 Route 73N, Suite 312
Marlton, NJ 08053
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
17001360102068034001999200720152024
CIK Period
0001416692 0002008540
Sector Form 13F Holdings Value ($M)
Apple Inc 0.4
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
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
EDGAR Form CIK 2011 - 2025
13F-HR [0001416692]
13F-HR [0002008540]
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