$57.0M Total AUM
$57.0M Disc. AUM
-- 3Y CAGR
1 Employees
125 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MomentumCrest +more
- Established Date
- 01-21-2017
- Office Locations
- 1
Office Locations
333 Washington AVE N, Suite 415 Minneapolis MN
About Calhoun Financial Planning AND Management
Website (calhoun.edu) describes Calhoun Community College and does not outline advisory services. Public profile records list Calhoun Financial Planning and Management (Minneapolis, MN) providing financial planning, investment/asset management, estate planning and insurance, with portfolio construction using ETFs and mutual funds and an active asset-allocation approach for entrepreneurs; custody reported at Charles Schwab.
Team overview
-- AVG AGE
$57.0M AVG AUM / ADVISOR
$456.0K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Premium access reveals conviction themes in focus optima prime.
Premium access reveals conviction themes in summit prime catalyst.
Unlock to see real insight on timber frontier timber.
Premium access reveals conviction themes in frontier meridian pathway.
Upgrade to reveal position-level detail across fusion bridge.
Unlock to compare peer behavior around catalyst timber.
Upgrade to reveal position-level detail across bridge vital.
Unlock to see real insight on radial value pioneer.
Asset Classes
Pathway Quantum peak Wave
Client Personas
Summit insight Frontier momentum
CRM
Prime delta
Custodian
Value Matrix beacon Vertex Signal value Meridian North delta Vector
Investment Themes
Foundation ridge Horizon
Investment Vehicles
Foundation
Services
Element Element value Timber vertex Zenith legacy Pathway prime
Technology
Beacon pioneer Vertex North Focus Signal vital
Owner & Executives
T
THOMAS VERDIE AAMOT
Chief Compliance Officer, Managing Member
- CRD
- #2842177
- Ownership
- 75% or more
(933) 392-8713
glacier.unison@vertexcapital.com
in linkedin.com/in/pioneer-pioneer
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 | $57,000,000 | $154,812 |
| Non-Discretionary | $0 | -- |
| Total | $57,000,000 | $154,812 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $57,000,000
Public Funds:
30.2% Equity - Exchange:
40.5% Cash:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $930,953,793 | 30.2% |
| Equity - Exchange | $1,248,464,524 | 40.5% |
| Cash | $903,210,138 | 29.3% |
| Total | $3,082,628,455 | 100.0% |