RIA Intel›Advisers›California›FINANCIAL ADVISERS OF AMERICA, LLC

FINANCIAL ADVISERS OF AMERICA, LLC

Advisory

N·CARLSBAD, CA

Data as of May 13, 2013 · Source: SEC Form ADV

Total AUM

$164M

1-Year AUM Growth

+17.0%

3-Year CAGR

+43.2%

Employees

50

Assets Under Management

Total AUM$164M

Discretionary AUM$54M

Non-Discretionary AUM$110M

Discretionary %33%

Total Clients—

Team

Total Employees50

Investment Advisers50

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingMay 16, 2008

Latest FilingMay 13, 2013

🔒 Full AUM trend chart and 40 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FINANCIAL ADVISERS OF AMERICA, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.