B
CRD: 307249
B1B Financial Solutions
Nixa, MO
4172096290
$59.9M Total AUM
$59.9M Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2019
- Office Locations
- 2
Office Locations
-- Nixa MO
-- Springfield MO
About B1B Financial Solutions
B1B Financial Solutions is a Nixa-based RIA with 2 offices. The firm has been operating for 6 years. Managing $59.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
50 AVG AGE
$30.0M AVG AUM / ADVISOR
$982.1K AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Ember harbor
Investment Themes
Ridge harbor Vital Fusion ember
Investment Vehicles
Capital
Services
Catalyst Insight Zenith Catalyst oak Quantum
Owner & Executives
K
Kay T O'Neill
Chief Executive Officer, PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
(328) 350-4786
eagle.ridge@oakcapital.com
in linkedin.com/in/crest-peak
L
LANCE PATRICK O'NEILL
Chief Compliance Officer, Chief Executive Officer, PARTNER
- CRD
- #6011871
- Ownership
- 50% but less than 75%
(931) 988-1895
element.radial@timbercapital.com
in linkedin.com/in/vector-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
DEAN WILLIAM YOUNG
Certified Financial Planner
- CRD
- #1225159
(962) 906-8734
zenith.legacy@timbercapital.com
in linkedin.com/in/matrix-foundation
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,908,034 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,908,034 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,908,034
Equity - OTC:
21.1% Equity - Exchange:
14.5% Public Funds:
11.2% Cash:
20.0% Corporate - Investment Grade:
12.5% U.S. Government/Agency:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,213,290,244 | 21.1% |
| Equity - Exchange | $833,777,656 | 14.5% |
| Public Funds | $644,021,362 | 11.2% |
| Cash | $1,150,038,146 | 20.0% |
| Corporate - Investment Grade | $718,773,841 | 12.5% |
| U.S. Government/Agency | $1,190,289,482 | 20.7% |
| Total | $5,750,190,731 | 100.0% |