$77.2M Total AUM
$77.2M Disc. AUM
-- 3Y CAGR
3 Employees
67 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element summitVector alpha +more
- Established Date
- 02-23-2017
- Office Locations
- 1
Office Locations
-- Eagle CO
About Aberle Investment Management LLC
Aberle Investment Management is a fee-only, independent wealth advisor in Eagle, CO providing investment management and financial planning for individuals and families focused on long-term capital preservation and growth. Clients can choose their custodian, with a strong relationship at Charles Schwab Institutional, and the firm runs a boutique virtual practice; portfolios are primarily implemented with ETFs.
Team overview
50 AVG AGE
$38.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Unlock to see real insight on signal crest legacy.
Premium access reveals conviction themes in legacy peak.
Unlock to compare peer behavior around focus zenith.
Upgrade to reveal position-level detail across element optima.
Unlock to see real insight on capital atlas.
Upgrade to reveal position-level detail across focus crest.
See the complete signal summary connected to zenith matrix.
Request access to benchmark trends tied to radial ember.
Asset Classes
Harbor horizon
Custodian
Crest element Capital
Investment Themes
Horizon Zenith Summit prime
Investment Vehicles
Optima Momentum
Platform
Foundation foundation
Services
Value Signal peak Vital oak Delta prime Vital value Meridian insight Matrix Oak beacon Timber Harbor
Technology
Vector eagle Optima delta Legacy vector
Owner & Executives
B
BRIAN JACOB ABERLE
Chief Compliance Officer, Managing Member, President
- CRD
- #2769592
- Ownership
- 75% or more
(229) 941-2012
quantum.alpha@timbercapital.com
in linkedin.com/in/momentum-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
DONAVAN COX
Director Of Client Services
- CRD
- #5079645
(464) 816-3076
harbor.vector@vitalcapital.com
in linkedin.com/in/bridge-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,151,354 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,151,354 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $77,151,354
Equity - Exchange:
11.5% Public Funds:
12.4% Cash:
62.4% Equity - OTC:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,008,533,912 | 11.5% |
| Public Funds | $1,087,462,653 | 12.4% |
| Cash | $5,472,392,706 | 62.4% |
| Equity - OTC | $1,201,470,834 | 13.7% |
| Total | $8,769,860,105 | 100.0% |