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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Avengers Inc
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|---|---|
| CRD # | 119636 |
| SEC # | 801-78015 |
| CIK # | 0001844393 |
| AUM | $433.3 M (2025-03-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-773-2174 |
| Address | 505 Fourteenth Street, 310 Oakland, CA 94612 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 30.4 | ||
| Amazon Com Inc | 26.2 | ||
| Apple Inc | 19.5 | ||
| Alphabet Inc | 15.5 | ||
| Schwab Charles Corp | 14.1 | ||
| American Express Co | 12.9 | ||
| Bank of America Corp /DE/ | 9.0 | ||
| Microsoft Corp | 8.1 | ||
| Johnson & Johnson | 7.5 | ||
| Walt Disney Co | 6.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 31.3 |
| (b) Individuals (high net worth individuals) | 130 | 400.3 |
| (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 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 739 | 433.3 |
| By Discretionary | ||
| Discretionary | 739 | 433.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 739 | 433.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 29.1 | |
| United States Persons | 404.2 | |
| Total | 739 | 433.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844393] |
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Jacksonville Wealth Management LLC
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Robert L Bender Inc DBA Robert Bender & Associates
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Ruedi Wealth Management Inc
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Lewis Financial Management LLC
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