B
CRD: 330254
Blue Iguana Financial, LLC
St. Joseph, MI, 49085
2699831009
$22.6M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
4 Employees
87 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2024
- Office Locations
- 1
Office Locations
505 Pleasant ST Suite 305 St. Joseph MI
About Blue Iguana Financial, LLC
Blue Iguana Financial, LLC is a St. Joseph-based RIA. The firm has been operating for 2 years. Managing $22.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$22.6M AVG AUM / ADVISOR
$259.6K AVG AUM / CLIENT
2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
P
PHILIP HERBERT ELLIS
Chief Compliance Officer, Managing Member
- CRD
- #6218370
- Ownership
- 75% or more
(687) 229-8177
atlas.summit@oakcapital.com
in linkedin.com/in/pioneer-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,584,763 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,584,763 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,584,763
Equity - Exchange:
29.0% Corporate - Investment Grade:
22.9% Public Funds:
21.5% Cash:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $606,947,660 | 29.0% |
| Corporate - Investment Grade | $479,279,359 | 22.9% |
| Public Funds | $449,978,438 | 21.5% |
| Cash | $556,717,509 | 26.6% |
| Total | $2,092,922,966 | 100.0% |