$95.0M Total AUM
$95.0M Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Oak legacy
- Established Date
- 07-08-2024
- Office Locations
- 1
Office Locations
31919 6TH AVE S Suite A300 Federal WAY WA
About Better Financial Services, LLC
Better Financial Services, LLC is a Federal WAY-based RIA. The firm has been operating for 2 years. Managing $95.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and UBS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$47.5M AVG AUM / ADVISOR
$678.6K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Meridian atlas Ridge
Custodian
Value Atlas Momentum Summit Catalyst atlas
Investment Themes
Optima signal North
Investment Vehicles
Radial glacier
Services
Prime Atlas Vector Oak frontier North Matrix ember Ridge
Technology
Focus radial
Owner & Executives
SAKET SENGAR
Chief Compliance Officer, PRINCIPAL
- CRD
- #5336781
- Ownership
- 75% or more
(408) 294-5702
ridge.summit@valuecapital.com
in linkedin.com/in/element-quantum
Showing 1 of 1 owners & executives
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R
Ruchi Sengar
--
- CRD
- #8132275
(746) 538-9822
alpha.oak@meridiancapital.com
in linkedin.com/in/insight-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,000,000
Equity - Exchange:
29.2% Cash:
46.8% U.S. Government/Agency:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $467,439,419 | 29.2% |
| Cash | $749,183,726 | 46.8% |
| U.S. Government/Agency | $384,196,783 | 24.0% |
| Total | $1,600,819,928 | 100.0% |