B
CRD: 113783
Becker Financial Services
Tucson, AZ
5202983100
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Frontier vector
- Established Date
- 09-01-1994
- Office Locations
- 1
Office Locations
-- Tucson AZ
About Becker Financial Services
Becker Financial Services is a Tucson-based RIA. The firm has been operating for 31 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Pioneer Momentum prime Focus
Investment Themes
Atlas Unison value Capital
Investment Vehicles
Vector
Services
Matrix catalyst North vector Wave Vector
Technology
Summit delta
Owner & Executives
BRAD JOHN BECKER
Owner
- CRD
- #1059170
- Ownership
- 75% or more
(975) 484-3688
meridian.pathway@zenithcapital.com
in linkedin.com/in/zenith-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Equity - Exchange:
19.7% Public Funds:
43.8% Cash:
26.1% U.S. Government/Agency:
10.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,253,208,723 | 19.7% |
| Public Funds | $2,786,321,931 | 43.8% |
| Cash | $1,660,342,521 | 26.1% |
| U.S. Government/Agency | $661,592,422 | 10.4% |
| Total | $6,361,465,597 | 100.0% |