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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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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 |
Members Advisory Group LLC
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|
NY | 0.3 |
Robertson Wealth Management LLC
✚
|
TX | 0.3 |
Roger Wittlin Investment Advisory LLC
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|
CA | 0.3 |
Carriage Wealth Partners LLC
✚
|
IN | 0.3 |
Silverleafe Capital Partners LLC
✚
|
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 |