$39.2M Total AUM
$39.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
4 yrs Firm Age
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- Custodian
- Empower · SEI · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2022
- Office Locations
- 1
Office Locations
-- North Yarmouth ME
About Able Money LLC
Able Money LLC is a boutique RIA delivering integrated financial planning and investment advisory for individuals and families. Portfolios lean on public funds and ETFs alongside fixed income, including municipal and U.S. government bonds, with capabilities spanning asset allocation, risk management, and socially responsible investing. Uses eMoney and works with custodians such as Vanguard.
Team overview
-- AVG AGE
$39.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ALAN BEHRUZ ESKANDARI
Chief Compliance Officer, PRINCIPAL
- CRD
- #6456766
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,175,695 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,175,695 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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