$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element legacy
- Established Date
- 07-01-2004
- Office Locations
- 1
Office Locations
-- Louisville CO
About Asset Solutions
Asset Solutions is an RIA providing managed-risk portfolio management, retirement and wealth planning, and estate strategy for investors nationwide, especially those nearing retirement. It applies technical-analysis-driven tactical asset allocation to manage risk, aiming to limit drawdowns in bear markets while participating in bull markets. Operates as a fiduciary; custody includes Charles Schwab.
Team overview
59 AVG AGE
$12.1M AVG AUM / ADVISOR
$208.7K AVG AUM / CLIENT
21.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Vital focus Bridge value
Client Personas
Horizon vertex
Custodian
Harbor Atlas Vertex alpha Oak Value
Investment Themes
Horizon Summit signal Meridian Wave
Investment Vehicles
Summit Radial ridge
Platform
Momentum alpha
Services
Catalyst atlas Vector value Alpha ember Atlas momentum Glacier Eagle vital
Technology
Vital
Owner & Executives
CRAIG MICHAEL THOMPSON
Advisor, Chief Compliance Officer, President
- CRD
- #1667257
- Ownership
- 75% or more
(570) 893-7509
glacier.ridge@eaglecapital.com
in linkedin.com/in/pioneer-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,103,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,103,786 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,103,786
Public Funds:
45.8% Cash:
37.7% Equity - Exchange:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,669,774,464 | 45.8% |
| Cash | $1,374,465,006 | 37.7% |
| Equity - Exchange | $601,556,303 | 16.5% |
| Total | $3,645,795,773 | 100.0% |