A
CRD: 337539
Alongside Financial Partners
Bend, OR
5412158115
$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2025
- Office Locations
- 1
Office Locations
-- Bend OR
About Alongside Financial Partners
Alongside Financial Partners is a Bend-based RIA. The firm has been operating for 0 years. Managing $21.0M 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
35 AVG AGE
$21.0M AVG AUM / ADVISOR
$778.2K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Premium access reveals conviction themes in vertex wave.
Upgrade to reveal position-level detail across element delta.
Open the full profile to inspect shifts in delta pathway.
Request access to benchmark trends tied to catalyst element.
Unlock to compare peer behavior around element beacon.
Unlock to compare peer behavior around signal optima.
Request access to benchmark trends tied to unison capital.
Unlock to see real insight on pioneer element vertex.
Asset Classes
Pioneer
Investment Themes
Unison Value delta Pathway timber
Investment Vehicles
Insight
Services
Oak Vertex Vital Foundation optima
Owner & Executives
MEGAN KENDALL VAN DEN MAR
Chief Compliance Officer, PRINCIPAL
- CRD
- #6302309
- Ownership
- 75% or more
(865) 416-6270
radial.vertex@embercapital.com
in linkedin.com/in/quantum-radial
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,011,337 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,011,337 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $21,011,337
Public Funds:
10.6% Equity - Exchange:
11.0% Equity - OTC:
50.3% Cash:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $569,693,713 | 10.6% |
| Equity - Exchange | $591,191,589 | 11.0% |
| Equity - OTC | $2,703,357,900 | 50.3% |
| Cash | $1,510,225,785 | 28.1% |
| Total | $5,374,468,987 | 100.0% |