|
⚲
|
| Keyboard |
| First Affirmative Financial Network LLC
✚
|
|
|---|---|
| CRD # | 109036 |
| SEC # | 801-56587 |
| CIK # | 0001656282 |
| AUM | 905.2 M (2026-05-22) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 719-478-7036 |
| Address | 5475 Mark Dabling Boulevard Colorado Springs, CO 80918 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.5 | ||
| Trebia Acquisition Corp | 8.5 | ||
| Apple Inc | 8.3 | ||
| Microsoft Corp | 6.1 | ||
| Alphabet Inc | 5.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.5 | ||
| Alphabet Inc | 3.9 | ||
| Cisco Systems Inc | 2.9 | ||
| Amazon Com Inc | 2.8 | ||
| Mastercard Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 995 | 486.4 |
| (b) Individuals (high net worth individuals) | 1,280 | 400.4 |
| (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 | 14 | 4.6 |
| (h) Charitable organizations | 23 | 9.0 |
| (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 | 15 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,327 | 905.2 |
| By Discretionary | ||
| Discretionary | 2,254 | 715.9 |
| Non-Discretionary | 73 | 189.3 |
| Total | 2,327 | 905.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 905.2 | |
| Total | 2,327 | 905.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001656282] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 8 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Peak Wealth Solutions Inc
✚
|
OH | 911.6 M |
|
Brookmont Capital Management LLC
✚
|
TX | 910.5 M |
|
Strategic Planning Group LLC
✚
|
UT | 910.3 M |
|
Clayton Financial Services Inc
✚
|
KS | 909.8 M |
|
Richard P Slaughter Associates Inc
✚
|
TX | 905.2 M |
|
Flaharty Asset Management LLC
✚
|
FL | 901.6 M |
|
Beacon Financial Advisory LLC
✚
|
OH | 900.7 M |
|
Riskbridge Advisors LLC
✚
|
CT | 898.3 M |
|
Kelman Lazarov Inc
✚
|
TN | 894.6 M |
|
The Millstone Evans Group LLC
✚
|
CO | 893.3 M |