C
CRD: 108456
C. E. Skowrup & Co.
Westlake Village, CA
8188653680
$17.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
8 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank OF America ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-07-2010
- Office Locations
- 2
Office Locations
1445 Huntington Dr. Suite 325 South Pasadena CA
-- Westlake Village CA
About C. E. Skowrup & Co.
C. E. Skowrup & Co. is a Westlake Village-based RIA with 2 offices. The firm has been operating for 15 years. Managing $17.9M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
54 AVG AGE
$17.9M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
4.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Wave Optima ridge Zenith beacon Ridge Crest focus Quantum
Investment Themes
Oak glacier Peak Summit atlas Radial
Investment Vehicles
Value beacon Focus
Services
Delta Unison Radial Capital oak Matrix Unison delta
Owner & Executives
A
ALVIN D PARRA
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5449273
- Ownership
- 75% or more
(698) 243-5781
foundation.legacy@foundationcapital.com
in linkedin.com/in/focus-frontier
C
CLIFFORD AKIRA HIROSHIMA
--
- CRD
- --
- Ownership
- Less than 5%
(864) 830-1110
foundation.prime@harborcapital.com
in linkedin.com/in/peak-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,876,432 | $1,778,784 |
| Total | $17,876,432 | $1,778,784 |
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Separately Managed Accounts
Total SMA Asset: $17,876,432
Equity - Exchange:
42.3% Cash:
17.2% Public Funds:
40.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $665,112,559 | 42.3% |
| Cash | $270,447,660 | 17.2% |
| Public Funds | $636,809,897 | 40.5% |
| Total | $1,572,370,116 | 100.0% |