CRD: 304586
API Financial Advisors, LLC
$84.7M Total AUM
$84.7M Disc. AUM
41.3% 3Y CAGR
13 Employees
691 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2019
- Office Locations
- 12
Office Locations
12530 Climbing Vine Ct. Windermere FL
13023 Arborwalk Lane Tustin CA
1540 International Parkway, Suite 2000 Lake Mary FL
About API Financial Advisors, LLC
API Financial Advisors, LLC is a Rockledge-based RIA with 12 offices. The firm has been operating for 6 years. Managing $84.7M in total assets under management, with 13 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
47 AVG AGE
$6.5M AVG AUM / ADVISOR
$122.5K AVG AUM / CLIENT
2.1 yrs AVG TENURE
13 Employees
13 Advisory Reps
13 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MATTHEW EDWIN MYLAND
Financial Advisor, Managing Member, Managing Partner
- CRD
- #2912931
- Ownership
- 10% but less than 25%
Available
Available
Available
M
MICHAEL RESMA
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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A
AUDREE BOBINGER
--
- CRD
- #8058052
Available
Available
Available
W
Ward Paul Brooks
Insurance Advisor, Wealth Manager
- CRD
- #6232679
Available
Available
Available
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,651,087 | $121,625 |
| Non-Discretionary | $0 | -- |
| Total | $84,651,087 | $121,625 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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