FI401K ADVISORS, LLC
Legal name: FI401K ADVISORS
CRD #168408 SEC #801-107736 GREENWOOD VILLAGE, CO 303-495-5890
SEC Registered Disclosures
Total AUM
$849.7M
Discretionary
$601.9M
Employees
2
Clients
0
Accounts
338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $849.7M | $601.9M | $247.8M | 2 | 0 |
| Jan 2024 | $786.9M | $528.5M | $258.4M | 2 | 0 |
| Jan 2023 | $803.1M | $505.9M | $297.2M | 2 | 0 |
| Jan 2022 | $963.6M | $584.9M | $378.7M | 2 | 0 |
| Jan 2021 | $801.7M | $484.1M | $317.6M | 2 | 0 |
| Jun 2020 | $701.3M | $416.9M | $284.3M | 2 | 0 |
| Jan 2020 | $701.3M | $416.9M | $284.3M | 2 | 0 |
| Jan 2019 | $573M | $224.1M | $348.8M | 2 | 0 |
| Mar 2018 | $504M | $314.8M | $189.3M | 2 | 0 |
| Mar 2017 | $319M | $199.7M | $119.3M | 2 | 300 |
| Apr 2016 | $201.7M | $112.9M | $88.8M | 2 | 200 |
| Apr 2016 | $201.7M | $112.9M | $88.8M | 2 | 200 |
DateJan 2025
Total AUM$849.7M
Discretionary$601.9M
Non-Disc.$247.8M
Employees2
Clients0
DateJan 2024
Total AUM$786.9M
Discretionary$528.5M
Non-Disc.$258.4M
Employees2
Clients0
DateJan 2023
Total AUM$803.1M
Discretionary$505.9M
Non-Disc.$297.2M
Employees2
Clients0
DateJan 2022
Total AUM$963.6M
Discretionary$584.9M
Non-Disc.$378.7M
Employees2
Clients0
DateJan 2021
Total AUM$801.7M
Discretionary$484.1M
Non-Disc.$317.6M
Employees2
Clients0
DateJun 2020
Total AUM$701.3M
Discretionary$416.9M
Non-Disc.$284.3M
Employees2
Clients0
DateJan 2020
Total AUM$701.3M
Discretionary$416.9M
Non-Disc.$284.3M
Employees2
Clients0
DateJan 2019
Total AUM$573M
Discretionary$224.1M
Non-Disc.$348.8M
Employees2
Clients0
DateMar 2018
Total AUM$504M
Discretionary$314.8M
Non-Disc.$189.3M
Employees2
Clients0
DateMar 2017
Total AUM$319M
Discretionary$199.7M
Non-Disc.$119.3M
Employees2
Clients300
DateApr 2016
Total AUM$201.7M
Discretionary$112.9M
Non-Disc.$88.8M
Employees2
Clients200
DateApr 2016
Total AUM$201.7M
Discretionary$112.9M
Non-Disc.$88.8M
Employees2
Clients200