$32.2M Total AUM
$31.0M Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Matrix deltaPathway
- Established Date
- 02-07-2012
- Office Locations
- 1
Office Locations
-- SAN Rafael CA
About Attune Financial Planning, LLC
Attune Financial Planning is a fee-only, founder-led wealth management and financial life planning firm in San Rafael serving affluent and high-net-worth career professionals across Marin County and the Bay Area. The firm provides holistic financial planning plus investment management, tax planning, and tax preparation, with portfolios often built using public funds and ETFs and custody at Charles Schwab.
Team overview
35 AVG AGE
$32.2M AVG AUM / ADVISOR
$527.4K AVG AUM / CLIENT
14.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Meridian Value
Client Personas
Alpha capital Insight
Custodian
Pathway bridge Timber horizon
Fund Managers
Legacy
Investment Themes
North Value catalyst Timber capital Quantum element
Investment Vehicles
Foundation
Platform
Focus alpha
Services
Foundation value Zenith Wave Horizon peak Matrix Glacier optima Unison Matrix vital Bridge
Technology
Matrix frontier Focus
Owner & Executives
PAUL FERNANDEZ CORDERO
Founder, Owner
- CRD
- #5480699
- Ownership
- 75% or more
(795) 943-6990
oak.wave@fusioncapital.com
in linkedin.com/in/glacier-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,048,441 | -- |
| Non-Discretionary | $1,123,032 | -- |
| Total | $32,171,473 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,171,473
Public Funds:
19.4% Equity - Exchange:
21.1% Other:
15.4% Cash:
22.4% U.S. Government/Agency:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $383,830,142 | 19.4% |
| Equity - Exchange | $417,464,743 | 21.1% |
| Other | $304,689,907 | 15.4% |
| Cash | $443,185,319 | 22.4% |
| U.S. Government/Agency | $429,335,778 | 21.7% |
| Total | $1,978,505,889 | 100.0% |