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US Financial Advisors LLC
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CRD # | 108763 |
SEC # | 801-55953 |
CIK # | 0001172661, 0001597690, 0000842766, 0001766226, 0001640420, 0001766909, 0001332748 |
AUM | $348.6 MM (2024-03-29) |
Employees | 12 (67% Investors, 0% Brokers) |
Phone | 781-849-9200 |
Address | 30 Braintree Hill Office Park Braintree, MA 02184 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 0.0 | |
SGOL | 0.0 | ||
ETR | 22,747.4 | 0.0 | |
TTE | 138,067.2 | 0.0 | |
AAPL | 2,382,844.0 | 0.0 | |
FE | 21,575.5 | 0.0 | |
VZ | 211,914.0 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
SO | 75,035.5 | 0.0 | |
INTC | 154,482.4 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 194 | 58.7 |
(b) Individuals (high net worth individuals) | 93 | 244.5 |
(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 | 8 | 19.9 |
(h) Charitable organizations | 5 | 0.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 6 | 18.7 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 6 | 6.0 |
(n) Other | 0 | 0.0 |
Total | 612 | 348.6 |
By Discretionary | ||
Discretionary | 612 | 348.6 |
Non-Discretionary | 0 | 0.0 |
Total | 612 | 348.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 348.6 | |
Total | 612 | 348.6 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
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 - 2024 |
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Aunger Paul | |
Advisors LLC | |
Inova Technology Inc. |
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