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80/20 Financial Services

80/20 Financial Services. CRD 300772

80/20 Financial Services logo

CRD: 300772

80/20 Financial Services

Ozark, MO
4172945277
8020financialservices.com
$33.1M Total AUM
$33.1M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Altruist · Pershing · SSG · Truist Bank
Clients
Retail
Platforms
Crest waveSignal
Established Date
04-02-2019
Office Locations
1

Office Locations

-- Ozark MO

About 80/20 Financial Services

80/20 Financial Services is a Missouri-registered independent RIA focused on retirement income and pre-retirement planning for current and former electric cooperative employees and their families. Led by former co-op employee Brian Coleman, the firm brings deep familiarity with NRECA 401(k), R&S pension, and Social Security decisions, integrating tax and legacy planning into portfolio strategy. Custody includes Altruist and Pershing.

Team overview

46 AVG AGE
$33.1M AVG AUM / ADVISOR
$920.0K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Capital Meridian

Client Personas

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Custodian

Harbor ridge Value Zenith unison Unison vital Insight

Investment Themes

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Investment Vehicles

Matrix vertex

Services

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Technology

Momentum capital Wave crest

Owner & Executives

BRIAN DALE COLEMAN

BRIAN DALE COLEMAN

Advisor, Chief Compliance Officer, Managing Member

CRD
#7080324
Ownership
75% or more
(636) 453-8524
frontier.alpha@bridgecapital.com
in linkedin.com/in/peak-horizon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $33,118,360 --
Non-Discretionary $0 --
Total $33,118,360 --

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Separately Managed Accounts

Total SMA Asset: $33,118,360

$33.1M Total SMA
Public Funds:
40.2%
Cash:
59.8%
Asset class Assets Assets %
Public Funds $3,447,762,853 40.2%
Cash $5,128,761,658 59.8%
Total $8,576,524,511 100.0%

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