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Financial Architects LLC
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CRD # | 116027 |
SEC # | 801-125000 |
CIK # | 0001416692, 0002008540 |
AUM | $137.2 MM (2024-01-31) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 770-517-8160 |
Address | 302 Creekstone Ridge Woodstock, GA 30188 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.7 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 41 | 20.3 |
(b) Individuals (high net worth individuals) | 46 | 116.9 |
(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 | 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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 311 | 137.2 |
By Discretionary | ||
Discretionary | 311 | 137.2 |
Non-Discretionary | 0 | 0.0 |
Total | 311 | 137.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 137.2 | |
Total | 311 | 137.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001416692] | |
13F-HR | [0002008540] |
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