$44.4M Total AUM
$44.4M Disc. AUM
-- 3Y CAGR
1 Employees
180 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Insight pioneerNorth quantum +more
- Established Date
- 08-31-1994
- Office Locations
- 1
Office Locations
1760 E. River Rd. Suite #151 Tucson AZ
About Advisor Services, Inc.
Advisor Services, Inc. is a Tucson, AZ advisory firm providing financial planning and portfolio construction alongside asset management, tax and estate planning, and retirement plan guidance. The practice emphasizes risk-managed asset allocation using ETFs and other public funds. Serves individual investors, including entrepreneurs, and publishes regular market updates and blog articles. Custody available through Schwab and Fidelity.
Team overview
58 AVG AGE
$44.4M AVG AUM / ADVISOR
$246.7K AVG AUM / CLIENT
28.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Quantum
Client Personas
Optima
Custodian
Fusion quantum
Investment Themes
Ridge Summit wave Radial ember
Investment Vehicles
Value momentum Timber
Services
Value Beacon alpha Signal radial Ember Fusion Wave Momentum fusion Ember frontier Harbor bridge
Technology
Matrix Beacon alpha Element Glacier fusion
Owner & Executives
L
LORENZO BURRUEL CAMPUZANO III
Advisor, PRINCIPAL
- CRD
- #1884476
- Ownership
- 75% or more
(736) 866-1511
oak.pioneer@timbercapital.com
in linkedin.com/in/zenith-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,405,621 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,405,621 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,405,621
Equity - Exchange:
29.8% Equity - OTC:
32.5% Cash:
18.0% Public Funds:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,743,804,836 | 29.8% |
| Equity - OTC | $1,901,800,576 | 32.5% |
| Cash | $1,053,304,934 | 18.0% |
| Public Funds | $1,152,783,734 | 19.7% |
| Total | $5,851,694,080 | 100.0% |