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| Happy Holidays!! thanks for using AUM13F!! |
| Founders Financial Alliance LLC
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| CRD # | 173011 |
| SEC # | 801-108700 |
| CIK # | 0001832190 |
| AUM | $1.0 B (2025-03-21) |
| Employees | 32 (97% Investors, 62% Brokers) |
| Phone | 855-860-5940 |
| Address | 9212 Falls of Neuse Rd, Suite 221 Raleigh, NC 27615 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001832190 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.4 | ||
| Nvidia Corp | 24.1 | ||
| Microsoft Corp | 16.8 | ||
| Amazon Com Inc | 9.7 | ||
| J P Morgan Chase & Co | 8.1 | ||
| Broadcom Inc | 6.8 | ||
| Duke Energy Corp | 6.6 | ||
| First Bancorp /NC/ | 5.4 | ||
| Alphabet Inc | 4.7 | ||
| Altria Group Inc | 4.0 | ||
| Philip Morris International Inc | 3.9 | ||
| AbbVie Inc | 3.4 | ||
| Progressive Corp/Oh/ | 3.3 | ||
| Chevron Corp | 3.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,600 | 370.4 |
| (b) Individuals (high net worth individuals) | 1,099 | 578.3 |
| (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 | 175 | 33.1 |
| (h) Charitable organizations | 15 | 5.2 |
| (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 | 29 | 15.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,918 | 1,002.1 |
| By Discretionary | ||
| Discretionary | 3,916 | 1,001.9 |
| Non-Discretionary | 2 | 0.2 |
| Total | 3,918 | 1,002.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,002.1 | |
| Total | 3,918 | 1,002.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001832190] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Benefit Consultants Inc
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IN | 1.0 |
|
Aspire Capital Advisors LLC
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WA | 1.0 |
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Lexaurum Advisors LLC
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KS | 1.0 |
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Holt Capital Advisors LLC
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TX | 1.0 |
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Avenir Corporation
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VA | 1.0 |
|
Cortland Associates Inc
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MO | 1.0 |
|
Associated Investment Services Inc
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WI | 1.0 |
|
Wellington Shields Capital Management LLC
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NY | 1.0 |
|
Mattern Capital Management LLC
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CO | 1.0 |
|
St Clair Advisors LLC
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OH | 1.0 |