$13.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Element vital
- Established Date
- 07-26-2011
- Office Locations
- 1
Office Locations
1500 E. Hamilton Avenue, Suite 212 Campbell CA
About Behage Financial
Behage Tax Service (Behage Financial) is a California-licensed, full-service tax consulting firm serving business owners, executives, and independent professionals. The practice pairs tax planning and accounting with financial and investment planning/asset management, with an ETF-oriented investment approach. Clients can share and store documents via a secure, password-protected portal and SecureSend for file transfer.
Team overview
-- AVG AGE
$13.7M AVG AUM / ADVISOR
$978.2K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Vector
Client Personas
Capital signal Ridge
Custodian
Pioneer Catalyst pathway Frontier Timber
Investment Themes
Eagle Catalyst
Investment Vehicles
Momentum
Services
Insight Bridge Vector ridge Radial timber Unison horizon Optima Signal Foundation Pathway unison
Technology
Capital
Owner & Executives
LARRY NEIL BEHAGE
Advisor, Owner
- CRD
- #4482567
- Ownership
- 75% or more
(579) 588-5056
momentum.timber@matrixcapital.com
in linkedin.com/in/pioneer-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,694,799 | -- |
| Total | $13,694,799 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,694,799
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,615,377,351 | 100.0% |
| Total | $1,615,377,351 | 100.0% |