$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-21-1993
- Office Locations
- 1
Office Locations
-- Bellevue WA
About Childress Investment Management
Childress Investment Management is a Sedona-based RIA. The firm has been operating for 32 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance.
Team overview
65 AVG AGE
$3.3M AVG AUM / ADVISOR
$466.2K AVG AUM / CLIENT
32.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Meridian
Investment Themes
Ridge radial
Investment Vehicles
Ridge
Services
Momentum
Owner & Executives
F
FRANK ALEXANDER CHILDRESS
Investment Advisor, President
- CRD
- #2396539
- Ownership
- 75% or more
(503) 608-6021
delta.insight@valuecapital.com
in linkedin.com/in/peak-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,263,650 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,263,650 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,263,650
Equity - Exchange:
36.4% Other:
26.5% Cash:
37.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,026,662,792 | 36.4% |
| Other | $2,203,477,033 | 26.5% |
| Cash | $3,084,867,845 | 37.1% |
| Total | $8,315,007,670 | 100.0% |