FIRST AMERICAN FINANCIAL ADVISORS INC.
Adviser information for FIRST AMERICAN FINANCIAL ADVISORS INC. last updated from Form ADV on February 9th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Mexico, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 12 | $56.0M |
| Total | 12 | $56.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $450,000 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 11 | $55.5M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Registered municipal advisor |
Identifiers
| SEC RIA File Number | 801-79968 |
|---|---|
| SEC ERA File Number | 801-79968 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170404 |
| Legal Entity Identifier | None |
Principal Office
7411 JEFFERSON ST NEALBUQUERQUE
NM
United States
Monday - Friday, 7 AM TO 5 PM
Tel: 505-883-0083, Fax: 505-883-7644
Websites
Chief Compliance Officer
ROBERT MICHAEL BURPO
PRESIDENT
7411 JEFFERSON ST NE
ALBUQUERQUE
NM
United States
Tel:
(505) 883-0083
Fax:
(505) 883-7644
R**@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BURPO, ROBERT, MICHAEL | Individual | – | CO-OWNER, PRESIDENT & CHIEF COMPLIANCE OFFICER | 09/1997 | > 75% |