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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| First Advisors National LLC
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| CRD # | 166212 |
| SEC # | 801-77440 |
| CIK # | |
| AUM | $501.1 M (2025-03-31) |
| Employees | 59 (95% Investors, 0% Brokers) |
| Phone | 855-326-7427 |
| Address | 1372 Peachtree Street NE Atlanta, GA 30309 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,384 | 431.3 |
| (b) Individuals (high net worth individuals) | 46 | 69.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,207 | 501.1 |
| By Discretionary | ||
| Discretionary | 5,207 | 501.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,207 | 501.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 501.1 | |
| Total | 5,207 | 501.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morganrosel Wealth Management LLC
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|
CO | 0.5 |
|
Three Arch Wealth Management LLC
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|
CA | 0.5 |
|
Westchester Capital Management Inc
✚
|
NE | 0.5 |
|
Giverny Capital Asset Management LLC
✚
|
NY | 0.5 |
|
Virtus Wealth Solutions
✚
|
NJ | 0.5 |
|
Gross & Hartman Investments LLC
✚
|
PA | 0.5 |
|
Stewart Wealth Management Inc
✚
|
CA | 0.5 |
|
Wooster Corthell Wealth Management Inc
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|
CT | 0.5 |
|
Snider Retirement Strategies Inc
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|
WA | 0.5 |
|
Taiber Kosmala & Associates LLC
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|
IL | 0.5 |