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Independent Financial Advisors Inc
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CRD # | 115798 |
SEC # | 801-127773 |
CIK # | |
AUM | $112.8 MM (2023-03-29) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 501-753-0313 |
Address | 8412 Counts Massie Road North Little Rock, AR 72113 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 148 | 47.5 |
(b) Individuals (high net worth individuals) | 31 | 60.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 5.1 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 729 | 112.8 |
By Discretionary | ||
Discretionary | 728 | 109.8 |
Non-Discretionary | 1 | 3.0 |
Total | 729 | 112.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 112.8 | |
Total | 729 | 112.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Newday Funds Inc
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|
CA | 0.1 |
Stumpf Capital Management LLC
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|
AZ | 0.1 |
Foundry Wealth Advisors LLC
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|
MD | 0.1 |
AXIM Wealth Management LLC
✚
|
OH | 0.1 |
Korving & Company LLC
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|
VA | 0.1 |
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 0.1 |
Wynwood Capital LLC
✚
|
FL | 0.1 |
Great Lakes Wealth LLC
✚
|
MI | 0.1 |
Cascade Wealth Advisors Inc
✚
|
WA | 0.1 |
Grand Central Investment Group LLC
✚
|
FL | 0.1 |