$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 03-25-2009
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Azure Financial Advisors LLC
Azure Financial Advisors LLC is a Sarasota, FL boutique RIA providing investment management and financial planning for retail clients. The firm emphasizes asset allocation using vehicles such as ETFs and mutual funds, and also supports related needs like estate and insurance planning. Accounts are custodied at Charles Schwab, and the practice is owner-led.
Team overview
67 AVG AGE
$18.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Custodian
Pioneer
Investment Themes
Pioneer
Investment Vehicles
Oak matrix Glacier matrix
Services
Vital Ember vertex Vector Oak unison Beacon
Technology
Fusion
Owner & Executives
C
CATHERINE JEANNE COOPER
Managing Member, Owner, Principal
- CRD
- #1324447
- Ownership
- 75% or more
(868) 498-5816
pathway.focus@horizoncapital.com
in linkedin.com/in/meridian-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,721,074 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,721,074 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,721,074
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,957,871,150 | 100.0% |
| Total | $7,957,871,150 | 100.0% |