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| Investor's Fiduciary Advisor Network LLC
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|---|---|
| CRD # | 159301 |
| SEC # | 801-111660 |
| CIK # | 0002044901 |
| AUM | 787.4 M (2026-03-20) |
| Employees | 18 (89% Investors, 0% Brokers) |
| Phone | 425-372-7517 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 14.7 | ||
| Microsoft Corp | 12.7 | ||
| Caterpillar Inc | 6.8 | ||
| Amazon Com Inc | 5.9 | ||
| Realty Income Corp | 4.7 | ||
| Nvidia Corp | 4.2 | ||
| Merck & Co Inc | 4.0 | ||
| Ensign Group Inc | 3.3 | ||
| Broadcom Inc | 3.1 | ||
| Visa Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 639 | 213.5 |
| (b) Individuals (high net worth individuals) | 235 | 571.9 |
| (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 | 7 | 1.5 |
| (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 | 6 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,236 | 787.4 |
| By Discretionary | ||
| Discretionary | 2,236 | 787.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,236 | 787.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 787.4 | |
| Total | 2,236 | 787.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044901] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
McNamara Financial Services Inc
✚
|
MA | 797.9 M |
|
Schiavi & Company LLC
✚
|
DE | 797.6 M |
|
Carsonallaria Wealth Management Ltd
✚
|
IL | 791.8 M |
|
HOEY Investments Inc
✚
|
PA | 788.3 M |
|
Sycamore Financial Group Inc
✚
|
IN | 787.4 M |
|
Whelan Financial
✚
|
CA | 781.8 M |
|
New Vernon Wealth Management LLC
✚
|
IL | 781.0 M |
|
Wisdom Financial Services LLC
✚
|
IL | 779.2 M |
|
BCM Advisors LLC
✚
|
LA | 775.7 M |
|
Satis Asset Management Ltd
✚
|
773.9 M |