|
⚲
|
| First Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 106040 |
| SEC # | 801-32812 |
| CIK # | 0001125816 |
| AUM | $265.6 MM (2024-03-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 231-733-4084 |
| Address | 950 W Norton Ave Muskegon, MI 49441 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CSCO | 178.3 | 1.5 | |
| AVGO | 201.3 | 1.2 | |
| MSFT | 1,918.2 | 1.1 | |
| AAPL | 2,382.8 | 0.9 | |
| AMZN | 1,093.0 | 0.9 | |
| CRWD | 40.4 | 0.9 | |
| META | 434.9 | 0.8 | |
| PANW | 49.0 | 0.8 | |
| INFY | 77.4 | 0.7 | |
| QCOM | 147.4 | 0.6 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 604 | 127.1 |
| (b) Individuals (high net worth individuals) | 62 | 135.8 |
| (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 | 6 | 2.7 |
| (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 | 1,386 | 265.6 |
| By Discretionary | ||
| Discretionary | 1,386 | 265.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,386 | 265.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.6 | |
| Total | 1,386 | 265.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001125816] | |
| 3 | [0001125816] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rhodes Investment Advisors Inc
✚
|
TX | 0.3 |
|
Buttonwood Wealth LLC
✚
|
VA | 0.3 |
|
Wisconsin Capital Management LLC
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|
WI | 0.3 |
|
Goodwin Investment Advisory LLC
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|
GA | 0.3 |
|
Graystone Partners Wealth Management LLC
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|
AZ | 0.3 |
|
Alhambra Investment Management LLC
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|
FL | 0.3 |
|
Advisors Financial Inc
✚
|
VA | 0.3 |
|
Retirement Capital Strategies Inc
✚
|
CA | 0.3 |
|
Duvarney Craig Douglas
✚
|
MA | 0.3 |
|
Ergawealth Advisors Inc
✚
|
IL | 0.3 |