A
CRD: 319225
American Expats IN Europe Ltd.
County Galway, Republic OF Ireland
+353 831 682584
$2.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
19 ADV. Clients
4 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
-- County Galway, Republic OF Ireland --
About American Expats IN Europe Ltd.
American Expats IN Europe Ltd. is a County Galway, Republic OF Ireland-based RIA. The firm has been operating for 4 years. Managing $2.6M in total assets under management, with 3 advisory representatives. They custody assets with RBC. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$875.0K AVG AUM / ADVISOR
$138.2K AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
4yrs Firm Age
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Asset Classes
Glacier Foundation Horizon
Client Personas
Eagle pioneer
Investment Themes
Pathway
Investment Vehicles
Element
Services
Summit oak Unison Crest
Owner & Executives
J
JEREMY CHARLES CAVE
Chief Compliance Officer, CHIEF OPERATING OFFICER, Tax Analyst
- CRD
- --
- Ownership
- 50% but less than 75%
(233) 529-7704
glacier.vertex@fusioncapital.com
in linkedin.com/in/meridian-horizon
F
Frank McDara Gibney
Chief Investment Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 50% but less than 75%
(371) 770-1530
focus.matrix@frontiercapital.com
in linkedin.com/in/peak-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,625,050 | $138,161 |
| Total | $2,625,050 | $138,161 |
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Separately Managed Accounts
Total SMA Asset: $2,625,050
Equity - Exchange:
33.2% Cash:
36.5% Public Funds:
6.4% Other:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $842,814,672 | 33.2% |
| Cash | $926,588,420 | 36.5% |
| Public Funds | $162,470,298 | 6.4% |
| Other | $606,725,020 | 23.9% |
| Total | $2,538,598,410 | 100.0% |