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| Financial Avengers Inc
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|---|---|
| CRD # | 119636 |
| SEC # | 801-78015 |
| CIK # | 0001844393 |
| AUM | 488.4 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-773-2174 |
| Address | 827 Broadway, Suite 210 Oakland, CA 94607 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001844393 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 28.8 | ||
| Amazon Com Inc | 22.3 | ||
| Apple Inc | 21.8 | ||
| Alphabet Inc | 21.1 | ||
| Schwab Charles Corp | 13.2 | ||
| Johnson & Johnson | 11.5 | ||
| American Express Co | 11.1 | ||
| Bank of America Corp /DE/ | 8.3 | ||
| Microsoft Corp | 5.8 | ||
| Shopify Inc | 5.6 | ||
| Verizon Communications Inc | 5.5 | ||
| Procter & Gamble Co | 5.4 | ||
| Walt Disney Co | 4.9 | ||
| Starbucks Corp | 3.9 | ||
| Pfizer Inc | 3.3 | ||
| Tesla Motors Inc | 2.2 | ||
| Adobe Systems Inc | 2.1 | ||
| Alphabet Inc | 1.9 | ||
| Kenvue Inc | 1.8 | ||
| 3M Co | 1.5 | ||
| Lilly Eli & Co | 1.1 | ||
| Facebook Inc | 0.6 | ||
| Advanced Micro Devices Inc | 0.4 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 28.1 |
| (b) Individuals (high net worth individuals) | 131 | 458.6 |
| (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 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 787 | 488.4 |
| By Discretionary | ||
| Discretionary | 787 | 488.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 787 | 488.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 43.0 | |
| United States Persons | 445.4 | |
| Total | 787 | 488.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844393] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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