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| Happy Holidays!! thanks for using AUM13F!! |
| Professional Financial Advisors LLC
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|---|---|
| CRD # | 173719 |
| SEC # | 801-114978 |
| CIK # | 0001798221 |
| AUM | $614.1 M (2025-06-11) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 308-534-8210 |
| Address | 1400 S Dewey St North Platte, NE 69101-5311 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 4.4 | ||
| Microsoft Corp | 3.3 | ||
| SPDR Gold Trust | 3.1 | ||
| Apple Inc | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,856 | 198.2 |
| (b) Individuals (high net worth individuals) | 193 | 189.7 |
| (c) Banking or thrift institutions | 3 | 13.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.4 |
| (h) Charitable organizations | 3 | 5.4 |
| (i) State or municipal government entities | 1 | 62.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 1.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 141.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,991 | 614.1 |
| By Discretionary | ||
| Discretionary | 2,974 | 530.6 |
| Non-Discretionary | 17 | 83.5 |
| Total | 2,991 | 614.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 614.1 | |
| Total | 2,991 | 614.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001798221] | |
| SC 13G | [0001798221] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Professional Financial Advisors LLC | Advisorshares Trust | [2023-11-01] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ABS Legacy Partners LLC
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|
NC | 0.6 |
|
Clarity Capital KCPS Ltd
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|
0.6 | |
|
Lifelong Wealth Advisors Inc
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MN | 0.6 |
|
WMG Financial Advisors LLC
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TN | 0.6 |
|
Lazari Capital Management Inc
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CA | 0.6 |
|
Northcape Wealth Management LLC
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NY | 0.6 |
|
Tamarisk Financial LLC
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|
MI | 0.6 |
|
Heirloom Wealth Management LLC
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|
CO | 0.6 |
|
Front Street Capital Management Inc
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|
MT | 0.6 |
|
Alpha Capital Management Group LLC
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|
CO | 0.6 |