A
$50.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
106 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-23-2016
- Office Locations
- 1
Office Locations
-- Rochester MN
About Ataraxis Financial
Ataraxis Financial is a Rochester-based RIA. The firm has been operating for 9 years. Managing $50.7M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
62 AVG AGE
$25.3M AVG AUM / ADVISOR
$478.2K AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Eagle ember Summit
Custodian
Matrix horizon Peak
Investment Themes
North insight Meridian vector
Investment Vehicles
Beacon meridian
Services
Oak matrix Fusion Signal Element zenith Ridge Harbor Crest horizon
Owner & Executives
C
Corey Jesse Black
Chief Compliance Officer, Owner
- CRD
- #8044364
- Ownership
- 75% or more
(360) 204-7728
quantum.ember@matrixcapital.com
in linkedin.com/in/insight-ember
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL JESSE BLACK
Certified Financial Planner
- CRD
- #4386387
(622) 333-9875
optima.radial@wavecapital.com
in linkedin.com/in/radial-summit
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,688,561 | -- |
| Total | $50,688,561 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,688,561
Equity - Exchange:
69.5% Cash:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,764,991,960 | 69.5% |
| Cash | $2,529,960,500 | 30.5% |
| Total | $8,294,952,460 | 100.0% |