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| Happy Holidays!! thanks for using AUM13F!! |
| First Financial Advisors Inc
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| CRD # | 106040 |
| SEC # | 801-32812 |
| CIK # | 0001125816 |
| AUM | $296.6 M (2025-02-12) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 231-733-4084 |
| Address | 950 W Norton Ave Muskegon, MI 49441 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001125816 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Cisco Systems Inc | 2.1 | ||
| Microsoft Corp | 1.7 | ||
| Broadcom Inc | 1.6 | ||
| Facebook Inc | 1.5 | ||
| Amazon Com Inc | 1.2 | ||
| Nvidia Corp | 1.1 | ||
| CrowdStrike Holdings Inc | 1.1 | ||
| Palo Alto Networks Inc | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| Netflix Inc | 0.9 | ||
| Infosys Ltd | 0.9 | ||
| Cloudflare Inc | 0.9 | ||
| Apple Inc | 0.9 | ||
| Exxon Mobil Corp | 0.8 | ||
| Priceline Com Inc | 0.8 | ||
| Salesforce Com Inc | 0.7 | ||
| Cognizant Technology Solutions Corp | 0.7 | ||
| International Business Machines Corp | 0.6 | ||
| Zscaler Inc | 0.6 | ||
| VISA Inc | 0.6 | ||
| Automatic Data Processing Inc | 0.6 | ||
| Fortinet Inc | 0.6 | ||
| Oracle Corp | 0.6 | ||
| Snap-On Inc | 0.6 | ||
| BlackRock Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 576 | 123.2 |
| (b) Individuals (high net worth individuals) | 86 | 157.9 |
| (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 | 2 | 12.9 |
| (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 | 1,398 | 296.6 |
| By Discretionary | ||
| Discretionary | 1,398 | 296.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,398 | 296.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.6 | |
| Total | 1,398 | 296.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001125816] | |
| 3 | [0001125816] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategent Financial LLC
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|
VA | 0.3 |
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Langley Wealth Management LLC
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MS | 0.3 |
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Hicks Capital Management LLC
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OH | 0.3 |
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Wealth Advisors Network Inc
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NE | 0.3 |
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MacroView Investment Management LLC
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MD | 0.3 |
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Core Compliance Group LLC
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SC | 0.3 |
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Futura Asset Advisors LLC
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FL | 0.3 |
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Kevin M Gibney and Company LLC
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NJ | 0.3 |
|
Greenwood Family Advisors LLC
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|
FL | 0.3 |
|
Paradigm Strategies in Wealth Management LLC
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|
MN | 0.3 |