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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| First Associated Investment Advisors Inc
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|---|---|
| CRD # | 113086 |
| SEC # | 801-60972 |
| CIK # | |
| AUM | $52.2 M (2025-06-26) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Phone | 218-722-8248 |
| Address | 5161 Miller Trunk Highway Duluth, MN 55811-1203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 52.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 52.2 |
| By Discretionary | ||
| Discretionary | 1 | 52.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 52.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 52.2 | |
| Total | 1 | 52.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harwood Private Equity LLP
✚
|
0.1 | |
|
EVEN Herd LLC
✚
|
OK | 0.1 |
|
Midas Management Corporation
✚
|
NY | 0.1 |
|
Amplify Endowment Management LLC
✚
|
0.1 | |
|
Firsthand Capital Management Inc
✚
|
CA | 0.1 |
|
Toccata Capital LLC
✚
|
0.1 | |
|
Hedgeye Asset Management LLC
✚
|
CT | 0.0 |
|
Procuream LLC
✚
|
0.0 | |
|
Equalize Capital LLC
✚
|
PR | 0.0 |
|
AOT Invest LLC
✚
|
IA | 0.0 |