CRD: 317366
Better Pockets Financial
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- Custodian
- Altruist · Assetmark · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon peakLegacy delta +more
- Established Date
- 01-03-2022
- Office Locations
- 4
Office Locations
About Better Pockets Financial
Better Pockets Financial provides values-aligned financial planning and wealth planning for individuals and families who want their money to support the life and community they care about, and for businesses and nonprofits focused on employee financial wellbeing. The firm emphasizes client education and engagement and supports portfolio construction/asset allocation with a socially responsible (ESG) lens. Custody/platform includes Altruist and AssetMark.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Clinton Harley Edgar
Chief Compliance Officer, Co-founder, Financial Advisor, General Partner
- CRD
- #7158529
- Ownership
- 50% but less than 75%
JOSHUA WADE NEWELL
Advisor, Chief Executive Officer, Co-founder
- CRD
- #5440890
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Sarah Kay Lassberg
--
- CRD
- #7118919
James Ollie Suttles
Financial Planner
- CRD
- #7625432
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,284,538 | -- |
| Non-Discretionary | $1,058,438 | -- |
| Total | $8,342,976 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,342,976
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,031,649,234 | 37.1% |
| Other | $550,583,688 | 19.8% |
| Cash | $1,198,492,776 | 43.1% |
| Total | $2,780,725,698 | 100.0% |