C
CRD: 129504
Cheryl Morhauser & Associates
Grass Valley, CA
5304779519
$22.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
28 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-24-1998
- Office Locations
- 1
Office Locations
-- Grass Valley CA
About Cheryl Morhauser & Associates
Cheryl Morhauser & Associates is a Grass Valley-based RIA. The firm has been operating for 28 years. Managing $22.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
74 AVG AGE
$22.0M AVG AUM / ADVISOR
$955.3K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Summit crest Fusion
Investment Themes
Bridge Zenith horizon
Investment Vehicles
Pathway optima
Platform
North unison
Services
Delta atlas Element Radial pathway Momentum timber Legacy matrix Wave pathway
Owner & Executives
C
CHERYL MORHAUSER
Owner
- CRD
- #2678976
- Ownership
- 75% or more
(252) 200-7892
beacon.momentum@frontiercapital.com
in linkedin.com/in/unison-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,970,872 | -- |
| Total | $21,970,872 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,970,872
Public Funds:
38.5% Municipal Bonds:
13.6% Equity - Exchange:
16.7% Cash:
31.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $130,885,250 | 38.5% |
| Municipal Bonds | $46,234,790 | 13.6% |
| Equity - Exchange | $56,773,602 | 16.7% |
| Cash | $106,068,047 | 31.2% |
| Total | $339,961,689 | 100.0% |