$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Brown Brothers ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon frontier
- Established Date
- 06-27-2025
- Office Locations
- 1
Office Locations
-- Patchogue NY
About Bemrose Consulting, LLC
Bemrose Consulting, LLC is a Patchogue-based RIA. The firm has been operating for 1 years. Managing $7.1M in total assets under management, with 1 advisory representatives. They custody assets with Brown Brothers and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Eagle unison Focus
Client Personas
Wave glacier Summit
Custodian
North vector Legacy insight
Investment Themes
Glacier Unison north
Investment Vehicles
Matrix
Services
Pioneer bridge Pioneer Ridge momentum Horizon Catalyst glacier Glacier harbor Beacon Zenith Pioneer matrix Element
Technology
Focus
Owner & Executives
W
William Fink
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #8100537
- Ownership
- 75% or more
(216) 232-8491
catalyst.ember@eaglecapital.com
in linkedin.com/in/element-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,100,054 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,100,054 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,100,054
Public Funds:
26.1% Equity - Exchange:
24.1% Cash:
5.9% Municipal Bonds:
28.7% U.S. Government/Agency:
15.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,806,880,073 | 26.1% |
| Equity - Exchange | $1,668,421,830 | 24.1% |
| Cash | $408,451,817 | 5.9% |
| Municipal Bonds | $1,986,875,789 | 28.7% |
| U.S. Government/Agency | $1,052,282,647 | 15.2% |
| Total | $6,922,912,156 | 100.0% |