$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2021
- Office Locations
- 1
Office Locations
-- Apison TN
About Adventedge Financial, LLC
AdventEdge Financial is a fee-only, independent fiduciary providing holistic financial planning and investment management, with advice grounded in Biblical values. The firm specializes in serving Seventh-day Adventist professionals and young families (and other households) nationwide. Portfolios are primarily implemented with ETFs, led by ChFC Alistair Huong.
Team overview
37 AVG AGE
$6.3M AVG AUM / ADVISOR
$625.1K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Alistair Hsiao Chun Huong
Chief Compliance Officer, Executive Director, Owner
- CRD
- #7378473
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,250,523 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,250,523 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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