$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MomentumDelta wave
- Established Date
- 10-23-2006
- Office Locations
- 1
Office Locations
525 Chestnut Street Suite 205 Cedarhurst NY
About Calculated Financial Solutions, LLC
Meisels, Kunstler, Picker & Auerbach is a CPA firm delivering accounting, tax-season planning, and financial planning for high-income individuals/families and successful business owners, including large estates. The team serves clients globally and has over 40 years of client service. Public profile data indicates investment management using ETFs and mutual funds, with Schwab as a custodian.
Team overview
-- AVG AGE
$9.6M AVG AUM / ADVISOR
$275.2K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Meridian Peak Value quantum
Client Personas
Atlas
Custodian
Beacon Bridge
Investment Themes
Wave Optima
Investment Vehicles
Zenith
Services
Legacy pathway Unison unison Alpha fusion Vector frontier Delta Bridge quantum
Technology
Vital signal Horizon beacon
Owner & Executives
BARRY CHARLES PICKER
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #5112495
- Ownership
- 75% or more
(923) 913-5337
timber.alpha@glaciercapital.com
in linkedin.com/in/ember-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,631,413 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,631,413 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,631,413
Equity - Exchange:
13.6% Public Funds:
15.1% U.S. Government/Agency:
27.9% Municipal Bonds:
9.2% Cash:
24.2% Corporate - Investment Grade:
10.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $192,962,839 | 13.6% |
| Public Funds | $214,245,505 | 15.1% |
| U.S. Government/Agency | $395,857,589 | 27.9% |
| Municipal Bonds | $130,533,685 | 9.2% |
| Cash | $343,360,346 | 24.2% |
| Corporate - Investment Grade | $141,884,442 | 10.0% |
| Total | $1,418,844,406 | 100.0% |