A
CRD: 329799
Altruistic Advisor LLC
East Fallowfield, PA
2153505721
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Matrix Trust · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
-- East Fallowfield PA
About Altruistic Advisor LLC
Altruistic Advisor LLC is a East Fallowfield-based RIA. The firm has been operating for 2 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Matrix Trust. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
63 AVG AGE
$6.0M AVG AUM / ADVISOR
$665.4K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Value
Client Personas
Unison Bridge
Investment Themes
Legacy Frontier capital
Investment Vehicles
Peak
Services
Momentum glacier Meridian Timber Matrix Meridian zenith Ridge
Owner & Executives
PAUL EDWARD KOBILKA
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #1137385
- Ownership
- 75% or more
(735) 443-5755
frontier.oak@matrixcapital.com
in linkedin.com/in/pathway-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,988,585 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,988,585 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,988,585
Public Funds:
22.9% Cash:
16.8% Equity - Exchange:
7.4% Corporate - Investment Grade:
12.3% U.S. Government/Agency:
19.2% Municipal Bonds:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $114,998,097 | 22.9% |
| Cash | $84,365,416 | 16.8% |
| Equity - Exchange | $37,160,957 | 7.4% |
| Corporate - Investment Grade | $61,767,537 | 12.3% |
| U.S. Government/Agency | $96,417,619 | 19.2% |
| Municipal Bonds | $107,465,472 | 21.4% |
| Total | $502,175,098 | 100.0% |