A
$39.2M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
3 Employees
44 ADV. Clients
29 yrs Firm Age
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- Custodian
- Pershing ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-1997
- Office Locations
- 1
Office Locations
1440 N 16th AVE #2 Yakima WA
About Alegria Asset Management
Alegria Asset Management is a Yakima-based RIA. The firm has been operating for 29 years. Managing $39.2M in total assets under management, with 3 advisory representatives. They custody assets with Pershing and Prudential. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
50 AVG AGE
$13.1M AVG AUM / ADVISOR
$889.9K AVG AUM / CLIENT
22.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Beacon Wave pathway
Investment Themes
Pathway Element Catalyst
Investment Vehicles
Vital prime
Platform
Legacy
Services
Horizon focus Crest Insight Vertex insight Meridian Legacy
Owner & Executives
C
CRAIG BOYD MENDENHALL
Principal, VICE PRESIDENT
- CRD
- #1048318
- Ownership
- 75% or more
(699) 367-4585
legacy.beacon@foundationcapital.com
in linkedin.com/in/pioneer-vector
S
STEVEN JAMES PILGER
President, Principal
- CRD
- #1305451
- Ownership
- 10% but less than 25%
(508) 692-4754
vertex.bridge@vectorcapital.com
in linkedin.com/in/legacy-pioneer
E
Element pathway
Eagle harbor momentum
- CRD
- #64627
- Ownership
- 36.9%
(485) 409-2738
summit.oak@insightcapital.com
in linkedin.com/in/insight-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,784,172 | -- |
| Non-Discretionary | $34,372,352 | -- |
| Total | $39,156,524 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,156,524
Public Funds:
38.8% Equity - Exchange:
18.5% Cash:
8.6% U.S. Government/Agency:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,204,224,904 | 38.8% |
| Equity - Exchange | $1,527,787,647 | 18.5% |
| Cash | $710,214,798 | 8.6% |
| U.S. Government/Agency | $2,816,084,258 | 34.1% |
| Total | $8,258,311,607 | 100.0% |