A
$4.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
18 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Vector eagleValue meridian
- Established Date
- 09-24-2007
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About Aware Investing, INC
Aware Investing, Inc. is a Colorado Springs, CO retail RIA offering financial planning with tax and estate planning plus insurance/annuity support. Client portfolios are implemented largely with ETFs and equities, with allocations to U.S. government and investment-grade corporate bonds. Established in 2007; custodies with Charles Schwab.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$123.7K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Eagle
Investment Themes
Quantum oak
Investment Vehicles
Ember meridian
Services
Glacier frontier Vertex oak Insight value Beacon Insight
Technology
Pathway foundation Capital horizon
Owner & Executives
D
DAMON WADE LANE
President
- CRD
- #1531800
- Ownership
- 50% but less than 75%
(612) 946-9906
ember.momentum@quantumcapital.com
in linkedin.com/in/timber-oak
MICHELLE MARIE LANE
Client Relations Manager, Secretary
- CRD
- #6289719
- Ownership
- 50% but less than 75%
(424) 473-6526
glacier.value@wavecapital.com
in linkedin.com/in/signal-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,700,000 | -- |
| Total | $4,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,700,000
Equity - Exchange:
21.9% Equity - OTC:
5.0% U.S. Government/Agency:
23.7% Cash:
25.0% Corporate - Investment Grade:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $643,663,994 | 21.9% |
| Equity - OTC | $146,955,250 | 5.0% |
| U.S. Government/Agency | $696,567,884 | 23.7% |
| Cash | $734,776,249 | 25.0% |
| Corporate - Investment Grade | $717,141,620 | 24.4% |
| Total | $2,939,104,997 | 100.0% |