C
$18.6M Total AUM
$18.6M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-13-2019
- Office Locations
- 1
Office Locations
43 Corporate Park, Suite 104 Irvine CA
About Capital Fluency
Capital Fluency is a Irvine-based RIA. The firm has been operating for 6 years. Managing $18.6M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
31 AVG AGE
$18.6M AVG AUM / ADVISOR
$599.8K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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North peak Signal Vertex Bridge Matrix
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Services
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Owner & Executives
DANNY CHIRAG SETH
Investment Advisor Representative, Managing Member
- CRD
- #4431144
- Ownership
- 75% or more
(502) 399-4750
glacier.momentum@peakcapital.com
in linkedin.com/in/value-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,593,979 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,593,979 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,593,979
Equity - Exchange:
36.5% Cash:
63.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $426,987,589 | 36.5% |
| Cash | $742,841,422 | 63.5% |
| Total | $1,169,829,011 | 100.0% |