C
CRD: 166000
C 3 Financial Strategies
Newbury Park, CA
8053758228
$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2013
- Office Locations
- 1
Office Locations
-- Newbury Park CA
About C 3 Financial Strategies
C 3 Financial Strategies is a Newbury Park-based RIA. The firm has been operating for 13 years. Managing $8.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$304.0K AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Matrix vector Vertex Signal delta
Client Personas
Delta
Investment Themes
Insight Momentum
Investment Vehicles
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Services
Fusion quantum Frontier Prime Catalyst Vital
Owner & Executives
B
BRENDA JEAN COYLE
Financial Planner, Owner
- CRD
- #5917659
- Ownership
- 75% or more
(570) 300-6290
peak.harbor@vertexcapital.com
in linkedin.com/in/value-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,512,908 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,512,908 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,512,908
Private Funds:
25.4% Corporate - Investment Grade:
20.0% U.S. Government/Agency:
7.3% Cash:
17.7% Equity - Exchange:
16.4% Public Funds:
13.2% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,715,287,000 | 25.4% |
| Corporate - Investment Grade | $1,350,619,685 | 20.0% |
| U.S. Government/Agency | $492,976,185 | 7.3% |
| Cash | $1,195,298,421 | 17.7% |
| Equity - Exchange | $1,107,508,142 | 16.4% |
| Public Funds | $891,408,992 | 13.2% |
| Total | $6,753,098,425 | 100.0% |