Finhabits Advisors LLC

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Assets, Funds, Holdings

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Finhabits Advisors LLC
CRD #210522
SEC #801-104472
CIK #0002106949
AUM 116.0 M (2026-03-26)
Employees 11 (18% Investors, 0% Brokers)
Phone212-596-7292
Address413 W 14th Street
New York, NY 10014
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($M)
1209672482402010201520212027
Sector Form 13F Holdings Value ($M)
ETFS Gold Trust 0.6
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
1108866442202025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 29,460 116.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0.0
(n) Other 0 0.0
Total 33,945 116.0
By Discretionary
Discretionary 33,945 116.0
Non-Discretionary 0 0.0
Total 33,945 116.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 116.0
Total 33,945 116.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002106949]
Firm Profile (Form ADV)
Clients3,720
ServesRetail
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