B
CRD: 313539
Building Equities, LLC
Oceanside, CA
6304004568
$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
136 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-08-2021
- Office Locations
- 1
Office Locations
-- Oceanside CA
About Building Equities, LLC
Building Equities, LLC is a Oceanside-based RIA. The firm has been operating for 5 years. Managing $8.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$59.6K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Pioneer crest
Investment Themes
Value
Investment Vehicles
Vital
Services
Bridge Optima horizon Vector summit
Owner & Executives
C
CHANO JESSE JOHN ARELLANO
Agent, Chief Compliance Officer, Managing Member
- CRD
- #1521344
- Ownership
- 75% or more
(617) 220-5533
ridge.matrix@foundationcapital.com
in linkedin.com/in/ember-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,100,000
Derivatives:
9.3% Cash:
26.1% Equity - Exchange:
5.5% Equity - OTC:
24.0% Public Funds:
10.3% U.S. Government/Agency:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $760,512,833 | 9.3% |
| Cash | $2,134,342,467 | 26.1% |
| Equity - Exchange | $449,765,654 | 5.5% |
| Equity - OTC | $1,962,613,763 | 24.0% |
| Public Funds | $842,288,407 | 10.3% |
| U.S. Government/Agency | $2,028,034,221 | 24.8% |
| Total | $8,177,557,345 | 100.0% |