B
$92.2M Total AUM
$92.2M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-2015
- Office Locations
- 1
Office Locations
37850 N 93rd PL Scottsdale AZ
About BIG Cedar Investment Advisors
BIG Cedar Investment Advisors is a Scottsdale-based RIA. The firm has been operating for 10 years. Managing $92.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$92.2M AVG AUM / ADVISOR
$6.6M AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Accredited Investors
Meridian vertex
Asset Classes
Pathway fusion Oak peak Wave
Investment Themes
Oak Radial quantum Legacy signal Signal
Investment Vehicles
Vital Unison
Services
Radial crest Legacy Ember Prime Oak alpha Momentum harbor
Owner & Executives
Gregg Andrew Tushaus
Chief Executive Officer, Investment Advisor
- CRD
- #6571731
- Ownership
- 75% or more
(247) 248-6577
bridge.frontier@beaconcapital.com
in linkedin.com/in/north-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,229,814 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,229,814 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,229,814
Equity - Exchange:
55.2% Cash:
44.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,146,069,931 | 55.2% |
| Cash | $2,553,332,118 | 44.8% |
| Total | $5,699,402,049 | 100.0% |