A
CRD: 281474
Advisors Unlimited
Hagatna, 96910
6714772848
$27.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
611 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2012
- Office Locations
- 1
Office Locations
173 Aspinall AVE, STE 205a Hagatna --
About Advisors Unlimited
Advisors Unlimited is a Hagatna-based RIA. The firm has been operating for 14 years. Managing $27.0M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$13.5M AVG AUM / ADVISOR
$44.1K AVG AUM / CLIENT
14.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
F
FLORENCE PAULINO MARTINEZ
Financial Planner, President
- CRD
- #2033797
- Ownership
- 75% or more
(318) 388-9823
radial.element@focuscapital.com
in linkedin.com/in/vital-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,970,000 | -- |
| Total | $26,970,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,970,000
Public Funds:
31.3% Equity - Exchange:
29.9% Cash:
38.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,664,718,981 | 31.3% |
| Equity - Exchange | $2,545,530,273 | 29.9% |
| Cash | $3,303,229,920 | 38.8% |
| Total | $8,513,479,174 | 100.0% |