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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Financial Advisors LLC
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| CRD # | 146680 |
| SEC # | 801-68921 |
| CIK # | 0001766909, 0001332748, 0001597690, 0001172661, 0001766226, 0001640420, 0000842766 |
| AUM | $1.1 B (2025-06-02) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 978-475-3242 |
| Address | 26 Essex Street Andover, MA 01810 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of Nova Scotia | 2.8 | ||
| Royal Dutch Shell PLC | 2.7 | ||
| Citigroup Inc | 2.6 | ||
| Coca Cola Co | 2.4 | ||
| Deere & Co | 2.3 | ||
| 3M Co | 2.2 | ||
| GE Vernova Inc | 2.2 | ||
| Okta Inc | 2.2 | ||
| Caterpillar Inc | 2.1 | ||
| Marvell Technology Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 93.7 |
| (b) Individuals (high net worth individuals) | 570 | 1,011.2 |
| (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 | 2.8 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,146 | 1,108.4 |
| By Discretionary | ||
| Discretionary | 2,017 | 1,094.9 |
| Non-Discretionary | 129 | 13.5 |
| Total | 2,146 | 1,108.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 1,106.2 | |
| Total | 2,146 | 1,108.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000842766] | |
| 4 | [0001332748] | |
| 13F-HR | [0001597690] | |
| 13F-HR | [0001640420] | |
| 13F-HR | [0001766226] | |
| 13F-NT | [0001766226] | |
| 13F-HR | [0001766909] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Inova Technology Inc. | |
| Advisors LLC | |
| Aunger Paul |
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