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603 Financial Advisors, LLC

603 Financial Advisors, LLC. CRD 324422

603 Financial Advisors, LLC logo

CRD: 324422

603 Financial Advisors, LLC

Newfields, NH
6039564977
www.603financial.com
$106.9M Total AUM
$106.9M Disc. AUM
-- 3Y CAGR
1 Employees
160 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
03-16-2023
Office Locations
1

Office Locations

-- Newfields NH

About 603 Financial Advisors, LLC

603 Financial Advisors, LLC is a New Hampshire RIA providing fiduciary investment management with a competitive fee schedule, and can also implement certain annuity solutions where compensation is paid by the carrier. The firm builds ETF- and government bond-focused portfolios and serves individual investors including entrepreneurs, primarily custodying at Schwab, with securities offered through Fortune Financial Services (FINRA/SIPC) as a separate entity.

Team overview

-- AVG AGE
$106.9M AVG AUM / ADVISOR
$668.1K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Foundation Focus glacier

Client Personas

Vertex frontier

Custodian

Matrix foundation Vertex Catalyst bridge Element fusion Ember summit Quantum harbor Pioneer pathway Element capital Bridge Foundation oak Legacy Unison Wave vector Value

Investment Themes

Element Timber Alpha pioneer

Investment Vehicles

Beacon Atlas bridge

Services

Wave peak Horizon capital Summit vertex Bridge peak Glacier beacon Legacy element

Owner & Executives

CHRISTOPHER WHITE EDDY

CHRISTOPHER WHITE EDDY

Chief Compliance Officer, PRINCIPAL

CRD
#4331638
Ownership
75% or more
(273) 398-8191
ridge.radial@embercapital.com
in linkedin.com/in/element-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-23-2026
Category Assets AVG. Account size
Discretionary $106,891,642 $293,658
Non-Discretionary $0 --
Total $106,891,642 $293,658

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Separately Managed Accounts

Total SMA Asset: $106,891,642

$106.9M Total SMA
Equity - Exchange:
30.2%
U.S. Government/Agency:
21.7%
Cash:
19.2%
Public Funds:
28.9%
Asset class Assets Assets %
Equity - Exchange $1,836,217,964 30.2%
U.S. Government/Agency $1,319,401,649 21.7%
Cash $1,167,396,851 19.2%
Public Funds $1,757,175,469 28.9%
Total $6,080,191,933 100.0%

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