CRD: 323923
Mike Adams Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-2022
- Office Locations
- 1
Office Locations
About Mike Adams Financial Advisors, Inc.
Mike Adams Financial Advisors, Inc. provides holistic wealth management and financial planning, building diversified, tax-aware portfolios grounded in modern portfolio theory. The firm emphasizes asset allocation and minimizing investment costs over security selection or market timing, with portfolios primarily implemented using ETFs and public funds. Custody relationships include Charles Schwab and Interactive Brokers, supporting retail and institutional clients.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Fawzi Jaber Hyder
Chief Compliance Officer, President
- CRD
- #7652843
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $125,206 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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