$103.1M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- UnisonTimber
- Established Date
- 06-15-2012
- Office Locations
- 1
Office Locations
ONE Harbor Drive Suite 300 Sausalito CA
About Abunda Financial, LLC
Abunda Financial is a California RIA providing portfolio management, financial advisory, and tax analysis/counsel with a tailored, holistic approach. The firm serves retail clients including business owners and entrepreneurs and builds portfolios commonly using ETFs, public funds, and municipal/U.S. government bonds. Unique: offers client education courses alongside ongoing advice; primarily Schwab-custodied.
Team overview
-- AVG AGE
$103.1M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Signal Matrix Pathway glacier Quantum unison
Client Personas
Ember oak Atlas meridian
Custodian
Unison Radial Beacon Catalyst Vertex prime Eagle insight
Investment Themes
Prime ridge Matrix Peak catalyst Vital delta
Investment Vehicles
Timber Ember pathway Element
Services
Foundation Focus radial Vector harbor Pathway capital Beacon signal Frontier Insight meridian Oak Wave delta Focus Vital Vertex value
Technology
Quantum eagle Focus fusion
Owner & Executives
JANET LOUISE CAMPBELL
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1103187
- Ownership
- 75% or more
(567) 460-3172
eagle.momentum@pathwaycapital.com
in linkedin.com/in/beacon-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,177,118 | -- |
| Non-Discretionary | $89,960,122 | $171,429 |
| Total | $103,137,240 | $171,429 |
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Separately Managed Accounts
Total SMA Asset: $103,137,240
Equity - Exchange:
23.6% Municipal Bonds:
6.9% Public Funds:
5.8% Cash:
17.3% Other:
23.7% U.S. Government/Agency:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,226,186,665 | 23.6% |
| Municipal Bonds | $358,503,728 | 6.9% |
| Public Funds | $301,350,960 | 5.8% |
| Cash | $898,857,174 | 17.3% |
| Other | $1,231,382,371 | 23.7% |
| U.S. Government/Agency | $1,179,425,308 | 22.7% |
| Total | $5,195,706,206 | 100.0% |