$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest bridge
- Established Date
- 04-28-2025
- Office Locations
- 1
Office Locations
-- Orono MN
About Calvie Financial
Calvie Financial is a Orono-based RIA. The firm has been operating for 1 years. Managing $4.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Insight pioneer Ridge horizon
Custodian
Frontier
Investment Themes
Summit Pioneer pathway Catalyst radial Peak foundation
Investment Vehicles
Momentum oak
Services
Vertex Legacy fusion Oak foundation Frontier Atlas Signal Atlas focus
Technology
Insight
Owner & Executives
C
CLINTON JONATHAN VILKS
Chief Compliance Officer, Owner
- CRD
- #6370676
- Ownership
- 75% or more
(623) 892-3434
atlas.capital@bridgecapital.com
in linkedin.com/in/horizon-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,102,541 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,102,541 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,102,541
Public Funds:
49.8% Cash:
50.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $982,632,790 | 49.8% |
| Cash | $990,525,423 | 50.2% |
| Total | $1,973,158,213 | 100.0% |