$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
18 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Unison
- Established Date
- 01-10-2008
- Office Locations
- 1
Office Locations
-- Aiken SC
About A TO Z Asset Advisors, LLC
A To Z Asset Advisors, LLC is a boutique RIA in Aiken, SC providing financial planning and ongoing investment management, with support across retirement and estate planning and wealth preservation. The practice serves individuals and business owners and implements portfolios primarily with ETFs. Clients can access accounts via the Schwab client portal, reflecting a Schwab-custodied workflow.
Team overview
-- AVG AGE
$15.9M AVG AUM / ADVISOR
$330.6K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Timber insight North value
Client Personas
Signal timber
Custodian
Signal legacy
Investment Vehicles
Horizon north
Services
Meridian Summit alpha Matrix Meridian Peak
Technology
Zenith
Owner & Executives
C
CAROLYN LOU LUMLEY
Manager
- CRD
- #2690228
- Ownership
- 75% or more
(559) 607-4809
vertex.ember@catalystcapital.com
in linkedin.com/in/bridge-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,869,799 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,869,799 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,869,799
Public Funds:
28.0% Cash:
33.6% Equity - Exchange:
38.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,116,555,754 | 28.0% |
| Cash | $1,339,866,905 | 33.6% |
| Equity - Exchange | $1,531,276,462 | 38.4% |
| Total | $3,987,699,121 | 100.0% |