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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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Accredited Investors

Harbor

Asset Classes

Capital Meridian

Client Personas

Horizon atlas Zenith oak

Custodian

Harbor ridge Value Zenith unison Unison vital Insight Optima capital Vertex north

Investment Themes

Vector frontier Signal atlas Horizon quantum

Investment Vehicles

Matrix vertex

Services

Capital summit Meridian Harbor frontier Focus harbor Summit radial Signal Signal vertex Catalyst Glacier oak

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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