RIA Intelligence

API FINANCIAL ADVISORS, LLC

Legal name: QUILITY FINANCIAL ADVISORS

CRD #304586 SEC #801-117119 ROCKLEDGE, FL 321-888-2599
SEC Registered
Total AUM
$71M
Discretionary
$71M
Employees
10
Clients
0
Accounts
464

AUM Over Time

DateAug 2025
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees10
Clients0
DateJun 2025
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees13
Clients0
DateJun 2025
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees14
Clients0
DateApr 2025
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees6
Clients1
DateNov 2021
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees6
Clients1
DateJul 2021
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees6
Clients1
DateApr 2021
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees6
Clients1
DateMar 2021
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees6
Clients1
DateMar 2021
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees6
Clients1
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0