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| Financial Avengers Inc
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| |
|---|---|
| CRD # | 119636 |
| SEC # | 801-78015 |
| CIK # | 0001844393 |
| AUM | $366.8 MM (2024-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-773-2174 |
| Address | 505 Fourteenth Street, 310 Oakland, CA 94612 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001844393 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Nvidia Corp | 399,550.0 | 26.3 | |
| Amazon Com Inc | 1,092,997.8 | 24.8 | |
| Apple Inc | 2,382,844.0 | 24.2 | |
| Alphabet Inc | 1,475,138.5 | 17.8 | |
| Schwab Charles Corp | 121,688.8 | 12.4 | |
| Bank of America Corp /DE/ | 278,315.2 | 8.8 | |
| Microsoft Corp | 1,918,222.4 | 6.9 | |
| Johnson & Johnson | 465,600.2 | 6.2 | |
| Procter & Gamble Co | 338,108.9 | 6.2 | |
| Ford Motor Co | 47,473.4 | 6.1 | |
| Walt Disney Co | 174,716.7 | 4.7 | |
| Intel Corp | 154,482.4 | 3.6 | |
| Adobe Systems Inc | 172,760.2 | 3.0 | |
| Starbucks Corp | 87,554.3 | 3.0 | |
| Shopify Inc | 4,418,238.0 | 2.7 | |
| Verizon Communications Inc | 211,914.0 | 2.6 | |
| Tesla Motors Inc | 723,390.3 | 1.8 | |
| Lilly Eli & Co | 301,789.7 | 1.5 | |
| Advanced Micro Devices Inc | 131,458.5 | 0.7 | |
| Kenvue Inc | 0.7 | ||
| Pfizer Inc | 284,248.0 | 0.5 | |
| Facebook Inc | 434,852.0 | 0.5 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 0.2 | |
| Automatic Data Processing Inc | 89,423.0 | 0.2 | |
| UnitedHealth Group Inc | 477,004.0 | 0.2 | |
| Arch Capital Group Ltd | 16,802.9 | 0.2 | |
| VISA Inc | 419,260.5 | 0.2 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 52.8 |
| (b) Individuals (high net worth individuals) | 110 | 312.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 745 | 366.8 |
| By Discretionary | ||
| Discretionary | 745 | 366.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 745 | 366.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.0 | |
| United States Persons | 339.8 | |
| Total | 745 | 366.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844393] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Science Advisors LLC
✚
|
GA | 0.4 |
|
Caplan Financial Group LLC
✚
|
MD | 0.4 |
|
Tigeroak Management LLC
✚
|
NM | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
McCarthy Asset Management Inc
✚
|
CA | 0.4 |
|
Johnson & White Wealth Management LLC
✚
|
PA | 0.4 |
|
Samalin Investment Counsel LLC
✚
|
NY | 0.4 |
|
Borer Denton & Associates Inc
✚
|
PA | 0.4 |
|
Montgomery Investment Management Inc
✚
|
MD | 0.4 |
|
Garner Asset Management Corporation
✚
|
TX | 0.4 |