$30.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 05-12-2002
- Office Locations
- 1
Office Locations
909 Washington Street Suite 202 Stoughton MA
About Ceres Financial Group, Inc.
Ceres Financial Group (CFG) is a Massachusetts-based financial planning and wealth management firm serving individuals, families, retirees, and business owners. Advisors build long-term plans spanning retirement, estate planning, and insurance needs, and implement portfolios primarily via public funds and ETFs. The practice custodies with Pershing and has been featured in Forbes Magazine.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$475.6K AVG AUM / CLIENT
21.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Value Delta frontier Vital bridge Horizon
Client Personas
Pioneer matrix
Custodian
Signal summit Pioneer Vertex
Investment Themes
Fusion Delta Quantum Vital pioneer
Investment Vehicles
Legacy
Platform
Eagle Unison optima
Services
Crest Oak pioneer Prime insight Frontier Momentum Bridge Insight summit Bridge Radial meridian
Technology
Frontier vector
Owner & Executives
J
JONATHAN JOEL BUSA
MANAGING DIRECTOR, PRINCIPAL
- CRD
- #2360394
- Ownership
- 50% but less than 75%
(901) 382-1362
pathway.prime@embercapital.com
in linkedin.com/in/eagle-horizon
MICHELE A. RUSSELL
Chief Compliance Officer, PRINCIPAL
- CRD
- #3246030
- Ownership
- 50% but less than 75%
(843) 961-7081
atlas.horizon@northcapital.com
in linkedin.com/in/horizon-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $29,964,725 | -- |
| Total | $29,964,725 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,964,725
Public Funds:
14.4% Equity - Exchange:
16.8% Cash:
68.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $901,657,635 | 14.4% |
| Equity - Exchange | $1,051,933,908 | 16.8% |
| Cash | $4,307,919,814 | 68.8% |
| Total | $6,261,511,357 | 100.0% |