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| Financial Avengers Inc
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|
|---|---|
| CRD # | 119636 |
| SEC # | 801-78015 |
| CIK # | 0001844393 |
| AUM | $366.8 MM (2024-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-773-2174 |
| Address | 505 Fourteenth Street, 310 Oakland, CA 94612 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 26.3 | |
| AMZN | 1,092,997.8 | 24.8 | |
| AAPL | 2,382,844.0 | 24.2 | |
| GOOGL | 1,475,138.5 | 17.8 | |
| SCHW | 121,688.8 | 12.4 | |
| BAC | 278,315.2 | 8.8 | |
| MSFT | 1,918,222.4 | 6.9 | |
| JNJ | 465,600.2 | 6.2 | |
| PG | 338,108.9 | 6.2 | |
| F | 47,473.4 | 6.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 52.8 |
| (b) Individuals (high net worth individuals) | 110 | 312.2 |
| (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 | 5 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 745 | 366.8 |
| By Discretionary | ||
| Discretionary | 745 | 366.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 745 | 366.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.0 | |
| United States Persons | 339.8 | |
| Total | 745 | 366.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844393] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Science Advisors LLC
✚
|
GA | 0.4 |
|
Caplan Financial Group LLC
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|
MD | 0.4 |
|
Tigeroak Management LLC
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NM | 0.4 |
|
Arnold Weitz & Co
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NE | 0.4 |
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McCarthy Asset Management Inc
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CA | 0.4 |
|
Johnson & White Wealth Management LLC
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PA | 0.4 |
|
Samalin Investment Counsel LLC
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NY | 0.4 |
|
Borer Denton & Associates Inc
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PA | 0.4 |
|
Montgomery Investment Management Inc
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MD | 0.4 |
|
Garner Asset Management Corporation
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TX | 0.4 |