B
CRD: 128576
Bsias Advisors, LLC
Anaheim, CA, 92808
7147699130
$56.9M Total AUM
$56.9M Disc. AUM
-- 3Y CAGR
2 Employees
152 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-30-2004
- Office Locations
- 1
Office Locations
155 N. Riverview Drive # 122 Anaheim CA
About Bsias Advisors, LLC
Bsias Advisors, LLC is a Anaheim-based RIA. The firm has been operating for 22 years. Managing $56.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$28.5M AVG AUM / ADVISOR
$374.6K AVG AUM / CLIENT
22.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Quantum
Investment Themes
Beacon
Investment Vehicles
Pathway pioneer
Services
Frontier eagle
Owner & Executives
P
PETER PINNY BROWN
--
- CRD
- #4722899
- Ownership
- 50% but less than 75%
(901) 445-4264
alpha.summit@wavecapital.com
in linkedin.com/in/glacier-eagle
M
MARK FRANKLIN SHOEMAKER
Director
- CRD
- #4722872
- Ownership
- 50% but less than 75%
(722) 592-4003
pathway.matrix@eaglecapital.com
in linkedin.com/in/harbor-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,933,791 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,933,791 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,933,791
Equity - Exchange:
26.7% Cash:
73.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $883,130,778 | 26.7% |
| Cash | $2,424,475,131 | 73.3% |
| Total | $3,307,605,909 | 100.0% |