Financial Architects LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Financial Architects LLC
CRD #116027
SEC #801-125000
CIK #0001416692, 0002008540
AUM $137.2 MM (2024-01-31)
Employees 3 (100% Investors, 0% Brokers)
Phone770-517-8160
Address302 Creekstone Ridge
Woodstock, GA 30188
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
14011284562802009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 0.7
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
80064048032016002013201720212025
AUM Breakdown Accounts AUM ($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]
Comparable Firms State AUM ($BB)
MJT & Associates Financial Advisory Group Inc
MN 0.1
Draper Asset Management LLC
NY 0.1
Excomp Asset Management Ltd
NY 0.1
Capital Management Services Inc
PA 0.1
Pittsburgh Financial Planners Inc
PA 0.1
KOBO Wealth Conservancy LLC
HI 0.1
Tortuga Wealth Management Inc
CA 0.1
Willner & Heller LLC
CA 0.1
Cannon Advisors Inc
NC 0.1
David P Gilliam & Associates Inc
IN 0.1
Terms | Privacy | Guide
tony@aum13f.com