A
$142.9M Total AUM
$138.0M Disc. AUM
-- 3Y CAGR
1 Employees
104 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-25-2013
- Office Locations
- 1
Office Locations
680 E Colorado Blvd STE 180 Pasadena CA
About Appian WAY Financial
Appian WAY Financial is a Pasadena-based RIA. The firm has been operating for 13 years. Managing $142.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$142.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
K
KEVIN DOANE SHELDAHL
Chief Compliance Officer, Managing Member, PRINCIPAL, Vice President
- CRD
- #4518489
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,994,806 | $463,070 |
| Non-Discretionary | $4,876,031 | $270,891 |
| Total | $142,870,837 | $452,123 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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