B
CRD: 326699
Backbone Planning Partners LLC
LAS Vegas, NV, 89128
702569716
$98.4M Total AUM
$98.4M Disc. AUM
-- 3Y CAGR
4 Employees
109 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-23-2023
- Office Locations
- 3
Office Locations
7477 West Lake Mead Blvd STE 270 LAS Vegas NV
-- Boise ID
-- Smithfield UT
About Backbone Planning Partners LLC
Backbone Planning Partners LLC is a LAS Vegas-based RIA with 3 offices. The firm has been operating for 3 years. Managing $98.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
24 AVG AGE
$32.8M AVG AUM / ADVISOR
$902.7K AVG AUM / CLIENT
2.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Value vital Glacier Unison Catalyst Peak meridian
Client Personas
Vital
Investment Themes
Matrix Vector
Investment Vehicles
Quantum Momentum Focus
Services
Element Quantum Glacier eagle Vertex ember Catalyst
Owner & Executives
LANDON JAEGER MANCE
Financial Planner, FOUNDER
- CRD
- #5578000
- Ownership
- 50% but less than 75%
(897) 930-9043
insight.timber@frontiercapital.com
in linkedin.com/in/delta-unison
AUSTIN LEE PETERSON
Chief Compliance Officer
- CRD
- #4196779
- Ownership
- 50% but less than 75%
(915) 984-3365
capital.atlas@harborcapital.com
in linkedin.com/in/eagle-pioneer
Showing 2 of 2 owners & executives
Unlock allContacts
Jace Dean Cox
--
- CRD
- #7326276
(731) 830-2240
catalyst.alpha@elementcapital.com
in linkedin.com/in/quantum-vector
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,392,218 | $273,312 |
| Non-Discretionary | $0 | -- |
| Total | $98,392,218 | $273,312 |
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Separately Managed Accounts
Total SMA Asset: $98,392,218
Public Funds:
21.8% Equity - Exchange:
24.2% Municipal Bonds:
20.7% Cash:
8.7% Corporate - Investment Grade:
9.9% Corporate - Non-Investment Grade:
5.4% U.S. Government/Agency:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,241,349,165 | 21.8% |
| Equity - Exchange | $1,378,011,459 | 24.2% |
| Municipal Bonds | $1,178,712,281 | 20.7% |
| Cash | $495,400,814 | 8.7% |
| Corporate - Investment Grade | $563,731,960 | 9.9% |
| Corporate - Non-Investment Grade | $307,490,160 | 5.4% |
| U.S. Government/Agency | $529,566,388 | 9.3% |
| Total | $5,694,262,227 | 100.0% |