Financial Avengers Inc

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Assets, Funds, Holdings

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Financial Avengers Inc
CRD #119636
SEC #801-78015
CIK #0001844393
AUM $312.1 MM (2023-03-17)
Employees 2 (100% Investors, 0% Brokers)
Phone415-773-2174
Address505 Fourteenth Street, 310
Oakland, CA 94612
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
3502802101407002006201220182024
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 ($MM)
170136102683402021202220232024
AUM Breakdown Accounts AUM ($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
GA 0.3
WFA Asset Management Corp
WI 0.3
Members Advisory Group LLC
NY 0.3
Robertson Wealth Management LLC
TX 0.3
Roger Wittlin Investment Advisory LLC
CA 0.3
Carriage Wealth Partners LLC
IN 0.3
Silverleafe Capital Partners LLC
TN 0.3
Matson Financial Advisors Inc
CT 0.3
Prostatis Group LLC
MD 0.3
Essential Planning LLC
NH 0.3
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