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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| PFW Advisors LLC
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|---|---|
| CRD # | 325119 |
| SEC # | 801-127980 |
| CIK # | 0001989744 |
| AUM | $385.9 M (2025-06-13) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 404-848-0950 |
| Address | 3350 Riverwood Pkwy SE Atlanta, GA 30339-6401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Coca Cola Co | 0.0 | ||
| Vulcan Materials Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| VISA Inc | 0.0 | ||
| Intercontinentalexchange Group Inc | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 22.8 |
| (b) Individuals (high net worth individuals) | 78 | 356.7 |
| (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 | 2.2 |
| (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 | 3.1 |
| (n) Other | 0 | 1.1 |
| Total | 378 | 385.9 |
| By Discretionary | ||
| Discretionary | 376 | 385.1 |
| Non-Discretionary | 2 | 0.8 |
| Total | 378 | 385.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.9 | |
| Total | 378 | 385.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989744] |
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