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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Independent Financial Advisors Inc
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|---|---|
| CRD # | 115798 |
| SEC # | 801-127773 |
| CIK # | |
| AUM | $130.1 M (2025-03-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 501-753-0313 |
| Address | 8412 Counts Massie Road North Little Rock, AR 72113 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 41.4 |
| (b) Individuals (high net worth individuals) | 38 | 81.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.5 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 130.1 |
| By Discretionary | ||
| Discretionary | 457 | 125.6 |
| Non-Discretionary | 1 | 4.5 |
| Total | 458 | 130.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.1 | |
| Total | 458 | 130.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TNL Asset Management LLC
✚
|
CO | 0.1 |
|
Marathon Strategic Advisors LLC
✚
|
PA | 0.1 |
|
Grand Central Investment Group LLC
✚
|
FL | 0.1 |
|
Prakash Investment Advisors LLC
✚
|
0.1 | |
|
Keystone Wealth Management Inc
✚
|
IA | 0.1 |
|
917 Advisory Services LLC
✚
|
WA | 0.1 |
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
|
Apple Tree Asset Management LLC
✚
|
IN | 0.1 |
|
Maclendon Wealth Management LLC
✚
|
FL | 0.1 |