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Certitude Advisors, LLC

Certitude Advisors, LLC. CRD 171228

C

CRD: 171228

Certitude Advisors, LLC

Northfield, IL, 60093
8474412970
www.certitudeadvisors.com
$86.0M Total AUM
$86.0M Disc. AUM
-- 3Y CAGR
4 Employees
93 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Raymond James
Clients
Retail
Platforms
--
Established Date
04-01-2014
Office Locations
1

Office Locations

ONE Northfield Plaza Suite 300 Northfield IL

About Certitude Advisors, LLC

Certitude Advisors is a registered investment adviser providing a pragmatic wealth management and financial planning approach for U.S. families and retirees. The team builds diversified portfolios with a strong ETF and fixed-income toolkit and supports clients with tax, estate, and insurance planning. Operates on the Raymond James platform and publishes frequent market, policy, and retirement commentary/webinars.

Team overview

-- AVG AGE
$21.5M AVG AUM / ADVISOR
$924.3K AVG AUM / CLIENT
12.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
2 RIA Reps
12yrs Firm Age

Insights

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Accredited Investors

Timber delta

Asset Classes

Focus legacy Momentum Bridge North Value north

Client Personas

Pioneer Oak

Custodian

Beacon matrix Insight Timber

Investment Themes

Ember value Unison Optima prime Catalyst wave Insight oak Meridian

Investment Vehicles

Frontier

Services

Glacier Insight prime Ridge focus Momentum eagle Quantum foundation Zenith delta Focus unison Radial Timber Summit signal

Owner & Executives

R

RONALD JAY FOX

Financial Advisor, General Partner, Managing Member

CRD
#1302277
Ownership
25% but less than 50%
(690) 211-3991
vertex.focus@meridiancapital.com
in linkedin.com/in/momentum-horizon
T

TYLER JOSEPH PERA

Chief Compliance Officer, Financial Advisor, General Partner

CRD
#5883445
Ownership
25% but less than 50%
(493) 373-3497
signal.focus@insightcapital.com
in linkedin.com/in/value-radial
M

Momentum capital

Momentum catalyst

CRD
#12823
Ownership
2.7%
(813) 544-5121
fusion.harbor@optimacapital.com
in linkedin.com/in/value-element

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-19-2014
09-22-2015
12-12-2016
06-09-2017
Category Assets AVG. Account size
Discretionary $85,955,702 $318,776
Non-Discretionary $0 --
Total $85,955,702 $318,776

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Separately Managed Accounts

Total SMA Asset: $85,955,702

$86.0M Total SMA
Equity - Exchange:
33.3%
Cash:
14.4%
U.S. Government/Agency:
25.5%
Municipal Bonds:
16.2%
Corporate - Investment Grade:
10.6%
Asset class Assets Assets %
Equity - Exchange $843,936,909 33.3%
Cash $364,945,690 14.4%
U.S. Government/Agency $646,257,993 25.5%
Municipal Bonds $410,563,902 16.2%
Corporate - Investment Grade $268,640,578 10.6%
Total $2,534,345,072 100.0%

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