A
CRD: 309970
Actuarial Direct LLC
Pahrump, NV, 89060
9492703762
$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2021
- Office Locations
- 2
Office Locations
1131 E Bell Vista Pahrump NV
-- Irvine CA
About Actuarial Direct LLC
Actuarial Direct LLC is a Pahrump-based RIA with 2 offices. The firm has been operating for 5 years. Managing $4.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$56.9K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Investment Vehicles
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Services
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Owner & Executives
J
Jiaxin Wan
Manager
- CRD
- #8231245
- Ownership
- 75% or more
(917) 612-9186
peak.timber@crestcapital.com
in linkedin.com/in/meridian-peak
Showing 1 of 1 owners & executives
Unlock allContacts
K
KAYLEE BINXIN WALLENTINE
--
- CRD
- #7772775
(343) 588-7728
pathway.value@valuecapital.com
in linkedin.com/in/bridge-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,666,290 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,666,290 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,666,290
Equity - Exchange:
46.9% Cash:
53.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,447,293,223 | 46.9% |
| Cash | $1,638,619,832 | 53.1% |
| Total | $3,085,913,055 | 100.0% |