$142.9M Total AUM
$135.8M Disc. AUM
8.8% 3Y CAGR
2 Employees
168 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2012
- Office Locations
- 1
Office Locations
611 Columbia ST NW, #2D Olympia WA
About Byrne & Company Wealth Management, LLC
Byrne & Company Wealth Management is a fee-only, fiduciary RIA in Olympia, WA providing financial planning, consulting, and investment management for individuals across life stages, with an emphasis on retirement planning and wealth preservation. Offers advice-only engagements where clients implement and the firm does not sell products. Portfolios are built primarily with ETFs and public funds, custodied at Charles Schwab.
Team overview
51 AVG AGE
$142.9M AVG AUM / ADVISOR
$850.8K AVG AUM / CLIENT
13.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Full visibility includes strategy notes for capital bridge atlas.
Open the full profile to inspect shifts in quantum unison.
Open the full profile to inspect shifts in bridge vital.
Request access to benchmark trends tied to summit unison.
Unlock to see real insight on frontier zenith oak.
Open the full profile to inspect shifts in horizon timber.
Full visibility includes strategy notes for foundation delta value.
See the complete signal summary connected to matrix.
Asset Classes
Frontier catalyst
Custodian
Unison summit Foundation
Fund Managers
Optima
Investment Themes
Frontier Zenith
Investment Vehicles
North meridian
Platform
Radial prime
Services
Ridge Meridian element Matrix vital
Owner & Executives
KEVIN M BYRNE
Chief Compliance Officer, Managing Member, President
- CRD
- #3220588
- Ownership
- 75% or more
(653) 891-9902
insight.value@momentumcapital.com
in linkedin.com/in/unison-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,844,606 | $315,185 |
| Non-Discretionary | $7,090,797 | $1,012,971 |
| Total | $142,935,403 | $326,337 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $142,935,403
Equity - Exchange:
25.2% Public Funds:
25.5% U.S. Government/Agency:
35.8% Cash:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,242,405,778 | 25.2% |
| Public Funds | $2,269,101,085 | 25.5% |
| U.S. Government/Agency | $3,185,639,955 | 35.8% |
| Cash | $1,201,288,810 | 13.5% |
| Total | $8,898,435,628 | 100.0% |