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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fund Advisors of America Inc
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|---|---|
| CRD # | 112567 |
| SEC # | 801-57292 |
| CIK # | |
| AUM | $132.0 M (2025-03-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 407-667-4729 |
| Address | 1800 Pembrook Drive Orlando, FL 32810 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 80.3 |
| (b) Individuals (high net worth individuals) | 29 | 51.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 132.0 |
| By Discretionary | ||
| Discretionary | 555 | 132.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 555 | 132.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.0 | |
| Total | 555 | 132.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hawthorn Capital Management LLC
✚
|
0.1 | |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |
|
Steve Lynch Wealth Management
✚
|
NM | 0.1 |
|
Arbor Investment Management LLC
✚
|
MI | 0.1 |
|
Harold W Dance Inc
✚
|
UT | 0.1 |
|
Safe Harbor Fiduciary LLC
✚
|
FL | 0.1 |
|
Camden Financial Management Inc
✚
|
0.1 | |
|
Wellington Capital Management Inc
✚
|
0.1 | |
|
Decision Investments Inc
✚
|
CA | 0.1 |
|
Cote Financial Management LLC
✚
|
0.1 |