A
CRD: 172485
A. TO Z. Financial Consulting AND Wealth Management
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2014
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About A. TO Z. Financial Consulting AND Wealth Management
A. To Z. Financial Consulting and Wealth Management is a San Diego-based, owner-led RIA serving retail clients, with a stated focus on entrepreneurs. The firm provides financial planning and portfolio construction, allocating primarily to public funds, cash, and equity ETFs, with additional exposure to real estate and mutual funds. Custody is reported with Interactive Brokers.
Team overview
66 AVG AGE
$2.1M AVG AUM / ADVISOR
$422.9K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Optima foundation
Client Personas
Matrix focus
Investment Vehicles
Meridian
Services
Eagle beacon Pathway
Owner & Executives
A
ANATOLY TONY ZUBAN
Chief Compliance Officer, Investment Advisor
- CRD
- #1666325
- Ownership
- 75% or more
(318) 744-3873
ridge.crest@embercapital.com
in linkedin.com/in/oak-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,114,549 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,114,549 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,114,549
Equity - OTC:
31.3% Equity - Exchange:
19.9% Public Funds:
18.5% Cash:
30.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,784,287,552 | 31.3% |
| Equity - Exchange | $1,134,419,243 | 19.9% |
| Public Funds | $1,054,610,854 | 18.5% |
| Cash | $1,727,281,560 | 30.3% |
| Total | $5,700,599,209 | 100.0% |