A
$67.1M Total AUM
$67.1M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
9 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-23-2016
- Office Locations
- 1
Office Locations
159 Crocker Park Blvd., Suite 400 Westlake OH
About Athletes Financial Advisers, LLC
Athletes Financial Advisers, LLC is a Westlake-based RIA. The firm has been operating for 9 years. Managing $67.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$67.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Beacon Quantum radial
Client Personas
Signal peak
Investment Themes
Vital delta
Investment Vehicles
Zenith
Services
North prime Horizon Vector crest Quantum glacier Momentum Pathway prime Delta Harbor
Owner & Executives
M
MICHAEL BRIAN GEORGE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3066655
- Ownership
- 75% or more
(873) 878-1290
pioneer.fusion@radialcapital.com
in linkedin.com/in/momentum-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,146,912 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,146,912 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,146,912
Public Funds:
14.1% Municipal Bonds:
9.2% Cash:
43.0% U.S. Government/Agency:
21.2% Equity - Exchange:
12.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,196,002,587 | 14.1% |
| Municipal Bonds | $780,370,482 | 9.2% |
| Cash | $3,647,383,775 | 43.0% |
| U.S. Government/Agency | $1,798,245,024 | 21.2% |
| Equity - Exchange | $1,060,285,980 | 12.5% |
| Total | $8,482,287,848 | 100.0% |