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ALL Weather Portfolio Management, Inc.

ALL Weather Portfolio Management, Inc.. CRD 116413

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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Firm Details

Custodian
Charles Schwab & Company
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. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.

Team overview

-- AVG AGE
$12.7M AVG AUM / ADVISOR
$135.0K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age

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Asset Classes

Oak zenith

Investment Themes

Insight capital

Investment Vehicles

Catalyst ember

Services

Bridge harbor Pathway insight Capital prime Pioneer wave Signal Oak wave

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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Contacts

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Assets Under Management

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

$12.7M Total SMA
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%

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