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Advise Financial

Advise Financial. CRD 282087

A

CRD: 282087

Advise Financial

Boca Raton, FL, 33498
5614548284
advise-financial.com
$42.4M Total AUM
$36.8M Disc. AUM
-- 3Y CAGR
1 Employees
298 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Betterment · Charles Schwab & Company · Interactive Brokers
Clients
Retail and Institutional
Platforms
Fusion atlasLegacy +more
Established Date
10-01-2015
Office Locations
1

Office Locations

10055 Yamato Road, Suite 202 Boca Raton FL

About Advise Financial

Advise Financial is a Florida-registered, fee-only fiduciary RIA offering virtual, hourly financial planning and ongoing wealth management that integrates investment, financial, and tax planning (e.g., Roth conversions, RMD strategy). Led by CFP Alonso Rodriguez Segarra (27+ years; Investopedia Top 100), the firm uses AI to support planning and opportunity identification, and portfolios are primarily ETF-based, with custody at Charles Schwab.

Team overview

-- AVG AGE
$42.4M AVG AUM / ADVISOR
$142.3K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Quantum unison Focus Signal beacon Oak Quantum matrix Vertex prime Eagle pathway

Client Personas

Vector Eagle capital Oak foundation

Custodian

Quantum Summit atlas Vector Pioneer Legacy harbor Element vertex Zenith pioneer Focus Optima peak Pioneer momentum Frontier Eagle

Fund Managers

Momentum Foundation

Investment Themes

Timber capital Eagle Oak element Timber

Investment Vehicles

Meridian Catalyst

Platform

Signal

Services

Optima bridge Matrix Optima zenith Oak vital Atlas signal Glacier matrix Foundation Summit zenith Pathway Ember insight Ember radial Radial signal Foundation Timber quantum Momentum

Technology

Vector Alpha atlas Atlas Peak Summit Matrix harbor North frontier North vector

Owner & Executives

A

Alonso Jose Rodriguez Segarra

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#6594218
Ownership
75% or more
(976) 872-9622
focus.timber@meridiancapital.com
in linkedin.com/in/meridian-harbor
N

Nayibe Alejandra Duran

--

CRD
--
Ownership
5% but less than 10%
(480) 899-3834
radial.pathway@focuscapital.com
in linkedin.com/in/bridge-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-13-2017
01-11-2018
11-08-2019
11-24-2020
02-24-2021
Category Assets AVG. Account size
Discretionary $36,787,808 $130,676
Non-Discretionary $5,613,106 --
Total $42,400,914 $130,676

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Separately Managed Accounts

Total SMA Asset: $42,400,914

$42.4M Total SMA
Equity - Exchange:
32.5%
Cash:
32.0%
Public Funds:
20.1%
Equity - OTC:
15.4%
Asset class Assets Assets %
Equity - Exchange $1,876,889,235 32.5%
Cash $1,848,014,016 32.0%
Public Funds $1,160,783,804 20.1%
Equity - OTC $889,356,745 15.4%
Total $5,775,043,800 100.0%

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