$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas beaconGlacier bridge
- Established Date
- 06-26-2018
- Office Locations
- 1
Office Locations
-- Waban MA
About Adaptive Financial Solutions INC
Adaptive Financial Solutions is a fee-only, comprehensive RIA providing fiduciary financial planning and portfolio management for retail clients. The firm emphasizes objective, transparent advice and builds primarily ETF-based portfolios. Custody is through Charles Schwab. Based in Waban, MA.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$973.1K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Peak wave Legacy Summit Signal
Custodian
Meridian insight
Investment Themes
Catalyst Insight Peak
Investment Vehicles
Vertex
Platform
Wave
Services
Matrix Delta peak Bridge Zenith Catalyst wave Bridge beacon Vital horizon Quantum catalyst Wave Unison peak
Technology
Optima Beacon horizon
Owner & Executives
GREGORY LAMBROS PETERSON
Chief Compliance Officer, FOUNDER, President
- CRD
- #4586325
- Ownership
- 75% or more
(415) 450-8900
vital.frontier@beaconcapital.com
in linkedin.com/in/bridge-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,730,553 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,730,553 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,730,553
Equity - Exchange:
52.7% Cash:
47.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,166,299,025 | 52.7% |
| Cash | $2,841,858,517 | 47.3% |
| Total | $6,008,157,542 | 100.0% |