$62.9M Total AUM
$0 Disc. AUM
25.1% 3Y CAGR
15 Employees
14,482 ADV. Clients
10 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Horizon emberHarbor timber
- Established Date
- 10-16-2015
- Office Locations
- 1
Office Locations
474 Bryant ST SAN Francisco CA
About Backer
Backer is a San Francisco-based platform that helps families open or connect 529 education savings plans in minutes. It evaluates 100+ U.S. plans to recommend a fit, then supports paperless setup, automated contributions, and mobile tracking with projected savings. Parents can invite family and friends to make one-time or recurring gifts, with bank-level encryption and monitored servers.
Team overview
38 AVG AGE
$62.9M AVG AUM / ADVISOR
$4.3K AVG AUM / CLIENT
10.6 yrs AVG TENURE
15 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Fusion Ridge
Custodian
Ember capital Eagle horizon Bridge
Investment Themes
Timber signal
Investment Vehicles
Catalyst beacon
Platform
Matrix atlas
Services
Wave catalyst Delta beacon Unison catalyst Ember Vertex Bridge element
Technology
Pathway Pathway pioneer
Owner & Executives
J
JORDAN GABRIEL ECKTON LEE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6569564
- Ownership
- 25% but less than 50%
(978) 680-8290
radial.eagle@horizoncapital.com
in linkedin.com/in/foundation-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $62,882,199 | $3,368 |
| Total | $62,882,199 | $3,368 |
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Separately Managed Accounts
Total SMA Asset: $62,882,199
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $7,370,629,869 | 100.0% |
| Total | $7,370,629,869 | 100.0% |