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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Sense Advisors Inc
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| CRD # | 111090 |
| SEC # | 801-25937 |
| CIK # | 0001358828 |
| AUM | $681.4 M (2025-04-30) |
| Employees | 13 (69% Investors, 69% Brokers) |
| Phone | 858-487-3939 |
| Address | 10809 Thornmint Road San Diego, CA 92127 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 39.8 | ||
| Pan American Silver Corp | 24.6 | ||
| Tesla Motors Inc | 18.8 | ||
| Alphabet Inc | 15.5 | ||
| Newmont Mining Corp /DE/ | 14.6 | ||
| Hess Midstream LP | 12.3 | ||
| Teva Pharmaceutical Industries Ltd | 11.3 | ||
| iShares Silver Trust | 11.3 | ||
| Newell Rubbermaid Inc | 10.3 | ||
| Whirlpool Corp /DE/ | 9.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 861 | 216.6 |
| (b) Individuals (high net worth individuals) | 142 | 411.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 19.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 33.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,104 | 681.4 |
| By Discretionary | ||
| Discretionary | 1,104 | 681.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,104 | 681.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 681.4 | |
| Total | 1,104 | 681.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001358828] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bell Investment Advisors Inc
✚
|
CA | 0.7 |
|
Bellwether Advisors LLC
✚
|
NE | 0.7 |
|
GKB Partners LLC
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|
0.7 | |
|
DSG Capital Advisors LLC
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|
MN | 0.7 |
|
Fractal Investments LLC
✚
|
0.7 | |
|
Lawson Kroeker Investment Management Inc
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|
NE | 0.7 |
|
Relevant Wealth Advisors LLC
✚
|
CA | 0.7 |
|
Proffitt & Goodson Inc
✚
|
TN | 0.7 |
|
McNamara Financial Services Inc
✚
|
MA | 0.7 |
|
KFA Private Wealth Group LLC
✚
|
VA | 0.7 |