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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investor's Fiduciary Advisor Network LLC
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| CRD # | 159301 |
| SEC # | 801-111660 |
| CIK # | 0002044901 |
| AUM | $427.7 M (2025-05-13) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 425-372-7517 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Microsoft Corp | 17.8 | ||
| Apple Inc | 12.3 | ||
| Amazon Com Inc | 6.2 | ||
| Realty Income Corp | 4.9 | ||
| Caterpillar Inc | 4.0 | ||
| VISA Inc | 3.8 | ||
| Broadcom Inc | 3.7 | ||
| Nvidia Corp | 3.1 | ||
| Iron Mountain Inc | 3.1 | ||
| National Retail Properties Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 498 | 142.1 |
| (b) Individuals (high net worth individuals) | 125 | 283.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,515 | 427.7 |
| By Discretionary | ||
| Discretionary | 1,515 | 427.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,515 | 427.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.7 | |
| Total | 1,515 | 427.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044901] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benchmark Wealth Management LLC
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|
CT | 0.4 |
|
Googins Advisors Inc
✚
|
WI | 0.4 |
|
First Washington Corporation
✚
|
WA | 0.4 |
|
James T Borello & Co
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|
IL | 0.4 |
|
Vestwell Advisors LLC
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|
NY | 0.4 |
|
Stark Richard Joseph
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|
CO | 0.4 |
|
Selective Wealth Management Inc
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|
VA | 0.4 |
|
GGM Financials LLC
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|
OH | 0.4 |
|
Brick & Kyle Associates Inc
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|
PA | 0.4 |
|
O'Keefe Stevens Advisory Inc
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|
0.4 |