$54.9M Total AUM
$54.9M Disc. AUM
-- 3Y CAGR
2 Employees
121 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy horizonFocus alpha +more
- Established Date
- 09-14-2020
- Office Locations
- 1
Office Locations
-- Gibsonia PA
About ALL-PRO Advisors LLC
ALL-PRO Advisors is a fee-only, fiduciary RIA providing financial planning, tax planning, and investment management for first-generation wealth builders—especially HENRYs and clients with equity compensation (ISOs/RSUs) and concentrated stock—plus those planning retirement or semi-retirement. The team is CFP-led and keeps the practice small by design for high-touch service; client assets are custodied at Schwab.
Team overview
33 AVG AGE
$54.9M AVG AUM / ADVISOR
$453.7K AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vital Signal Summit
Client Personas
Beacon Value vital Eagle bridge
Custodian
Meridian Harbor peak North frontier Summit Timber
Fund Managers
Pioneer
Investment Themes
Peak Bridge Capital frontier
Investment Vehicles
Unison
Platform
Radial Radial
Services
Zenith alpha Quantum alpha Ember Matrix Oak Momentum prime Capital beacon Quantum
Technology
Pioneer focus Delta Focus momentum
Owner & Executives
IAN WILD
Chief Compliance Officer, FINANCIAL PLANNER, Founder, Owner
- CRD
- #6107137
- Ownership
- 75% or more
(647) 726-8746
alpha.radial@momentumcapital.com
in linkedin.com/in/vital-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,892,705 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,892,705 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,892,705
Public Funds:
34.5% Equity - Exchange:
7.9% Cash:
15.4% Municipal Bonds:
8.7% U.S. Government/Agency:
15.4% Other:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,476,998,957 | 34.5% |
| Equity - Exchange | $338,211,355 | 7.9% |
| Cash | $659,298,085 | 15.4% |
| Municipal Bonds | $372,460,607 | 8.7% |
| U.S. Government/Agency | $659,298,085 | 15.4% |
| Other | $774,889,308 | 18.1% |
| Total | $4,281,156,397 | 100.0% |