2
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-22-2024
- Office Locations
- 1
Office Locations
2108 N Street #6798 Sacramento CA
About 245 Investments LLC
245 Investments LLC is a Sacramento, CA–based boutique RIA providing asset management, portfolio construction, and financial planning, with a stated client focus on entrepreneurs. The firm’s SMA allocation is predominantly ETF-based with a meaningful U.S. government/agency bond sleeve. Custody is through Charles Schwab.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$452.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Unison radial Fusion
Client Personas
Bridge
Investment Vehicles
Fusion
Services
Signal legacy Wave Quantum vertex
Owner & Executives
B
BRIAN DANIEL MILLER
Owner, CEO and Chief Compliance Officer
- CRD
- #5284486
- Ownership
- 75% or more
(626) 951-4207
element.capital@signalcapital.com
in linkedin.com/in/frontier-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,528,054 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,528,054 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,528,054
Equity - Exchange:
24.1% U.S. Government/Agency:
22.8% Cash:
53.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $222,829,009 | 24.1% |
| U.S. Government/Agency | $210,809,187 | 22.8% |
| Cash | $490,963,502 | 53.1% |
| Total | $924,601,698 | 100.0% |