A
$35.9M Total AUM
$35.8M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Glacier foundation
- Established Date
- 11-05-2012
- Office Locations
- 1
Office Locations
150 B Main Street Winthrop ME
About Azimuth Capital Management, LLC
Azimuth Capital Management, LLC is a Winthrop-based RIA. The firm has been operating for 13 years. Managing $35.9M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Charitable Giving, Financial Planning.
Team overview
-- AVG AGE
$35.9M AVG AUM / ADVISOR
$437.7K AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Insight crest
Client Personas
Pioneer Catalyst
Investment Themes
Quantum beacon
Investment Vehicles
Vector glacier
Services
Delta Alpha Glacier Fusion radial Vertex Capital North pathway
Technology
Element
Owner & Executives
K
KENNETH PAUL DALEY
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #1835993
- Ownership
- 75% or more
(828) 489-9977
ridge.value@focuscapital.com
in linkedin.com/in/value-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,784,638 | -- |
| Non-Discretionary | $105,737 | -- |
| Total | $35,890,375 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,890,375
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $5,008,619,236 | 100.0% |
| Total | $5,008,619,236 | 100.0% |