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| Happy Holidays!! thanks for using AUM13F!! |
| Klaas Financial Asset Advisors LLC
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|---|---|
| CRD # | 121399 |
| SEC # | 801-79516 |
| CIK # | 0001819279 |
| AUM | $632.1 M (2025-03-28) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 815-877-8440 |
| Address | 4707 Perry Ridge Lane Loves Park, IL 61111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 799 | 330.4 |
| (b) Individuals (high net worth individuals) | 172 | 300.7 |
| (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 | 0 | 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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,539 | 632.1 |
| By Discretionary | ||
| Discretionary | 2,539 | 632.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,539 | 632.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 632.1 | |
| Total | 2,539 | 632.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001819279] |
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|---|---|---|
|
Bard Financial Services Inc
✚
|
CT | 0.6 |
|
Gibbs Wealth Management LLC
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|
GA | 0.6 |
|
Bluechip Wealth Advisors LLC
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GA | 0.6 |
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Waller Financial Planning Group Inc
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OH | 0.6 |
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John E Sestina and Company
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OH | 0.6 |
|
Ascension Capital Advisors Inc
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TX | 0.6 |
|
MinichMacGregor Wealth Management LLC
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|
NY | 0.6 |
|
Summit Wealth Partners LLC
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|
FL | 0.6 |
|
CL Wealth Management LLC
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|
IL | 0.6 |
|
Altrius Capital Management Inc
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|
MI | 0.6 |