$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
2 Employees
26 ADV. Clients
1 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2024
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Assetfusion
AssetFusion is a San Antonio, TX investment advisory firm serving retail clients with financial planning, portfolio construction, and insurance/annuity solutions. The firm uses ETFs and mutual funds alongside fixed income in managed portfolios, and operates on platforms including Charles Schwab and AssetMark.
Team overview
56 AVG AGE
$7.9M AVG AUM / ADVISOR
$610.4K AVG AUM / CLIENT
1.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Y
YAMARA M BECK
Chief Compliance Officer, Managing Member
- CRD
- #5464486
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MICHELLE RENEE SNYDER
Chief Financial Officer, Managing Member, PURCHASING AGENT
- CRD
- #5321308
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,870,189 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,870,189 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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