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| Financial Avengers Inc
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|---|---|
| CRD # | 119636 |
| SEC # | 801-78015 |
| CIK # | 0001844393 |
| AUM | $312.1 MM (2023-03-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-773-2174 |
| Address | 505 Fourteenth Street, 310 Oakland, CA 94612 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.5 | |
| AMZN | 1,092,997.8 | 13.5 | |
| GOOG | 1,482,566.4 | 9.7 | |
| SCHW | 121,688.8 | 8.5 | |
| AXP | 107,077.6 | 7.1 | |
| NVDA | 399,550.0 | 6.7 | |
| JNJ | 465,600.2 | 6.2 | |
| F | 47,473.4 | 6.0 | |
| BAC | 278,315.2 | 5.7 | |
| PG | 338,108.9 | 5.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 46.6 |
| (b) Individuals (high net worth individuals) | 104 | 264.2 |
| (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 | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 708 | 312.1 |
| By Discretionary | ||
| Discretionary | 708 | 312.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 708 | 312.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.7 | |
| United States Persons | 293.3 | |
| Total | 708 | 312.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844393] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Science Advisors LLC
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|
GA | 0.3 |
|
WFA Asset Management Corp
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WI | 0.3 |
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Members Advisory Group LLC
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NY | 0.3 |
|
Robertson Wealth Management LLC
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TX | 0.3 |
|
Roger Wittlin Investment Advisory LLC
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CA | 0.3 |
|
Carriage Wealth Partners LLC
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IN | 0.3 |
|
Silverleafe Capital Partners LLC
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|
TN | 0.3 |
|
Matson Financial Advisors Inc
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|
CT | 0.3 |
|
Prostatis Group LLC
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|
MD | 0.3 |
|
Essential Planning LLC
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|
NH | 0.3 |