A
CRD: 116413
ALL Weather Portfolio Management, Inc.
SAN Clemente, CA
9494634433
$12.7M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
94 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-09-1996
- Office Locations
- 1
Office Locations
-- SAN Clemente CA
About ALL Weather Portfolio Management, Inc.
ALL Weather Portfolio Management, Inc. is a SAN Clemente-based RIA. The firm has been operating for 29 years. Managing $12.7M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$12.7M AVG AUM / ADVISOR
$135.0K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Owner & Executives
D
DUFF GEORGE MAYER
Chief Executive Officer, President
- CRD
- #1194409
- Ownership
- 75% or more
(422) 965-8680
vector.atlas@elementcapital.com
in linkedin.com/in/legacy-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,084,707 | -- |
| Non-Discretionary | $600,694 | -- |
| Total | $12,685,401 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,685,401
Cash:
41.2% Equity - Exchange:
58.8% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $511,124,588 | 41.2% |
| Equity - Exchange | $729,469,071 | 58.8% |
| Total | $1,240,593,659 | 100.0% |