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Aberdour Investments

Aberdour Investments. CRD 299195

Aberdour Investments logo

CRD: 299195

Aberdour Investments

Shoreview, MN
6517855169
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Betterment ยท TD Ameritrade
Clients
Retail
Platforms
Momentum
Established Date
01-28-2019
Office Locations
1

Office Locations

-- Shoreview MN

About Aberdour Investments

Aberdour Investments is a Shoreview, MN registered investment adviser providing fee-only, fiduciary financial planning and independent advice for individuals and families, including objective second-opinion reviews. The practice builds portfolios primarily with ETFs and cash allocations and emphasizes transparent, conflict-free guidance. Founded by Chris Saxton, an engineer-turned-advisor with nonprofit experience, and operates on platforms such as Betterment.

Team overview

-- AVG AGE
$2.2M AVG AUM / ADVISOR
$179.5K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Value delta Unison

Investment Themes

Momentum quantum Unison fusion Radial unison Matrix

Investment Vehicles

Pathway

Services

Quantum focus Prime Legacy prime Pioneer bridge Pioneer legacy Glacier prime

Technology

Prime

Owner & Executives

C

Christopher Timothy Saxton

Chief Executive Officer, Financial Advisor

CRD
#7035473
Ownership
75% or more
(794) 544-8914
pioneer.signal@signalcapital.com
in linkedin.com/in/optima-momentum

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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 $2,154,152 --
Non-Discretionary $0 --
Total $2,154,152 --

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Separately Managed Accounts

Total SMA Asset: $2,154,152

$2.2M Total SMA
Equity - Exchange:
53.0%
Cash:
47.0%
Asset class Assets Assets %
Equity - Exchange $2,687,574,407 53.0%
Cash $2,383,320,700 47.0%
Total $5,070,895,107 100.0%

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