C
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
2 Employees
17 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Signal primeAlpha insight
- Established Date
- 05-30-2024
- Office Locations
- 2
Office Locations
-- Ocoee FL
-- Tampa FL
About Cast Member Financial LLC
Cast Member Financial LLC is a Ocoee-based RIA with 2 offices. The firm has been operating for 2 years. Managing $2.8M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$167.3K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
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Asset Classes
Fusion
Custodian
Value North Quantum north Alpha
Investment Themes
Timber timber Atlas alpha Zenith Legacy insight
Investment Vehicles
Unison zenith
Services
Prime meridian Pioneer Element optima Signal insight Timber Zenith
Technology
Delta bridge Fusion value
Owner & Executives
COLIN FREDERICK PHILIPS
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #6453467
- Ownership
- 75% or more
(964) 338-8174
foundation.wave@timbercapital.com
in linkedin.com/in/frontier-optima
Showing 1 of 1 owners & executives
Unlock allContacts
A
Alexander M Alonso
--
- CRD
- #7806897
(213) 402-5257
summit.eagle@timbercapital.com
in linkedin.com/in/legacy-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,844,881 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,844,881 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,844,881
Equity - Exchange:
9.1% Public Funds:
21.1% Cash:
23.2% U.S. Government/Agency:
12.9% Corporate - Investment Grade:
19.3% Corporate - Non-Investment Grade:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $610,200,615 | 9.1% |
| Public Funds | $1,414,860,766 | 21.1% |
| Cash | $1,555,676,292 | 23.2% |
| U.S. Government/Agency | $865,009,663 | 12.9% |
| Corporate - Investment Grade | $1,294,161,743 | 19.3% |
| Corporate - Non-Investment Grade | $965,592,181 | 14.4% |
| Total | $6,705,501,260 | 100.0% |