C
CRD: 165611
Christopher Investment Advisors
Beverly, MA
9789270408
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-2012
- Office Locations
- 1
Office Locations
-- Beverly MA
About Christopher Investment Advisors
Christopher Investment Advisors is a Beverly-based RIA. The firm has been operating for 13 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
75 AVG AGE
$2.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Harbor Fusion
Investment Themes
Insight
Investment Vehicles
Meridian Focus
Services
Atlas vector Meridian Value Catalyst pathway Pioneer Insight
Owner & Executives
CHRISTOPHER GEORGE SADKOWSKI
Financial Planner, Investment Advisor, Owner
- CRD
- #4819186
- Ownership
- 75% or more
(938) 777-2209
pioneer.meridian@pathwaycapital.com
in linkedin.com/in/vertex-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,163,534 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,163,534 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,163,534
Equity - Exchange:
31.8% Cash:
33.0% Equity - OTC:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,134,997,393 | 31.8% |
| Cash | $1,177,827,483 | 33.0% |
| Equity - OTC | $1,256,349,316 | 35.2% |
| Total | $3,569,174,192 | 100.0% |