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| Happy Holidays!! thanks for using AUM13F!! |
| First National Advisors LLC
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|---|---|
| CRD # | 120859 |
| SEC # | 801-66086 |
| CIK # | 0000816192 |
| AUM | $1.4 B (2025-02-06) |
| Employees | 10 (80% Investors, 20% Brokers) |
| Phone | 781-878-7757 |
| Address | 300 Ledgewood Place Rockland, MA 02370 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 18.5 | ||
| Apple Inc | 12.8 | ||
| Microsoft Corp | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 492 | 86.3 |
| (b) Individuals (high net worth individuals) | 242 | 797.8 |
| (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 | 96 | 449.4 |
| (h) Charitable organizations | 23 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (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 | 4 | 28.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,337 | 1,366.6 |
| By Discretionary | ||
| Discretionary | 2,262 | 1,284.1 |
| Non-Discretionary | 75 | 82.5 |
| Total | 2,337 | 1,366.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 1,364.9 | |
| Total | 2,337 | 1,366.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000816192] |
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|---|---|---|
|
Scarborough Advisors LLC
✚
|
MD | 1.4 |
|
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|
VA | 1.4 |
|
Alpen Partners International AG
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1.4 | |
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MD | 1.4 |
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Moloney Securities Asset Management LLC
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SCF Investment Advisors Inc
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|
Momentum Independent Network Inc
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TX | 1.3 |
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Lyell Wealth Management LP
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CA | 1.3 |