C
$44.1M Total AUM
$44.1M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2018
- Office Locations
- 1
Office Locations
13750 SAN Pedro AVE, Suite 730 SAN Antonio TX
About Composedpro, Inc.
Composedpro, Inc. is a SAN Antonio-based RIA. The firm has been operating for 7 years. Managing $44.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
40 AVG AGE
$44.1M AVG AUM / ADVISOR
$722.7K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Oak optima Matrix beacon Alpha Element Summit summit Unison Harbor north Vertex peak
Client Personas
Glacier
Investment Themes
Foundation catalyst Prime eagle
Investment Vehicles
Atlas
Services
Meridian Eagle radial Signal Summit matrix Focus
Owner & Executives
M
MATTHEW AARON SCHWEGMAN
Chief Compliance Officer, DIRECTOR, Financial Advisor, Founder
- CRD
- #5967562
- Ownership
- 75% or more
(277) 644-2494
vital.focus@matrixcapital.com
in linkedin.com/in/ember-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,082,819 | $170,900 |
| Non-Discretionary | $0 | -- |
| Total | $44,082,819 | $170,900 |
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Separately Managed Accounts
Total SMA Asset: $44,082,819
Public Funds:
34.1% Cash:
16.0% Equity - Exchange:
9.0% Equity - OTC:
40.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $532,285,054 | 34.1% |
| Cash | $249,752,518 | 16.0% |
| Equity - Exchange | $140,485,791 | 9.0% |
| Equity - OTC | $638,429,874 | 40.9% |
| Total | $1,560,953,237 | 100.0% |