$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
1 Employees
106 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SummitSummit +more
- Established Date
- 05-19-2017
- Office Locations
- 1
Office Locations
253 Windrose Court Newbury Park CA
About Buff Your Finances
Buff Your Finances is a fee-only financial planning practice led by Galen Herbst de Cortina, focused on streamers, content creators/influencers, and young professionals. Services include budgeting and cash-flow support for variable creator income, tax strategy and compliance assistance, and investment planning designed to align with streaming revenue and long-term wealth goals. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$9.9M AVG AUM / ADVISOR
$93.0K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Matrix capital Ridge wave
Client Personas
Prime
Custodian
Zenith pathway
Investment Themes
Signal Fusion Alpha peak
Investment Vehicles
Quantum wave
Services
Crest bridge Momentum Bridge Pathway Atlas meridian Frontier Value legacy
Technology
Legacy delta Oak Ridge Matrix frontier
Owner & Executives
G
Galen M Herbst de Cortina
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6568262
- Ownership
- 75% or more
(260) 929-1404
vital.beacon@vectorcapital.com
in linkedin.com/in/value-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,856,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,856,400 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,856,400
Public Funds:
62.5% Cash:
17.3% Equity - Exchange:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,142,861,623 | 62.5% |
| Cash | $869,944,097 | 17.3% |
| Equity - Exchange | $1,015,772,876 | 20.2% |
| Total | $5,028,578,596 | 100.0% |