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Investor's Fiduciary Advisor Network LLC
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CRD # | 159301 |
SEC # | 801-111660 |
CIK # | |
AUM | $255.4 MM (2024-08-09) |
Employees | 8 (88% Investors, 0% Brokers) |
Phone | 425-372-7517 |
Address | 4668 N Eyrie Way Boise, ID 83703 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 446 | 104.9 |
(b) Individuals (high net worth individuals) | 63 | 149.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 0.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 4 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 1,060 | 255.4 |
By Discretionary | ||
Discretionary | 1,060 | 255.4 |
Non-Discretionary | 0 | 0.0 |
Total | 1,060 | 255.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 255.4 | |
Total | 1,060 | 255.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Legacy Financial Advisors Corporation
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MN | 0.3 |
Schulhoff & Co Inc
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|
OH | 0.3 |
Aspen Investment Management Inc
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|
MI | 0.3 |
Merit Financial Partners LLC
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|
NY | 0.3 |
Peninsula Asset Management Inc
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|
FL | 0.3 |
Elios Financial Group Inc
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|
OH | 0.3 |
Whiterock Wealth Management Co
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|
TX | 0.3 |
The J Arnold Wealth Management Co LLC
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|
OH | 0.3 |
Pacific Asset Management LLC
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|
WA | 0.3 |
DHH Advisors LLC
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|
NJ | 0.3 |