C
CRD: 325184
Camacho Capital Planning Advisors LLC
Monmouth Junction, NJ, 08852
7328219025
$6.0M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-26-2023
- Office Locations
- 1
Office Locations
4105 US HWY 1 Suite 12 Monmouth Junction NJ
About Camacho Capital Planning Advisors LLC
Camacho Capital Planning Advisors LLC is a Monmouth Junction-based RIA. The firm has been operating for 2 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$259.6K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Eagle Signal
Investment Themes
Legacy Peak
Investment Vehicles
Prime
Services
Pioneer value Pathway meridian Foundation Timber matrix Crest legacy
Owner & Executives
L
LEODEGARIO QUINTO CAMACHO
Chief Compliance Officer
- CRD
- #2842491
- Ownership
- 75% or more
(910) 280-3062
wave.oak@crestcapital.com
in linkedin.com/in/ember-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,386,085 | -- |
| Non-Discretionary | $3,583,583 | -- |
| Total | $5,969,668 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,969,668
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,768,826,207 | 100.0% |
| Total | $6,768,826,207 | 100.0% |