C
CRD: 281048
Confidant Financial Solutions, LLC
Johns Creek, GA
6789835883
$42.0M Total AUM
$42.0M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2015
- Office Locations
- 1
Office Locations
-- Johns Creek GA
About Confidant Financial Solutions, LLC
Confidant Financial Solutions, LLC is a Johns Creek-based RIA. The firm has been operating for 10 years. Managing $42.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$42.0M AVG AUM / ADVISOR
$519.1K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Delta
Client Personas
Glacier
Investment Themes
Horizon quantum Alpha
Investment Vehicles
Legacy
Services
Pathway Summit Element Signal foundation Foundation alpha Value Insight unison Frontier
Owner & Executives
R
ROBERT WILLIAM ROBINSON
Chief Compliance Officer, Chief Financial Officer
- CRD
- #3120754
- Ownership
- 75% or more
(676) 292-6656
pathway.focus@timbercapital.com
in linkedin.com/in/ember-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,044,942 | $153,261 |
| Non-Discretionary | $0 | $950,000 |
| Total | $42,044,942 | $161,828 |
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Separately Managed Accounts
Total SMA Asset: $42,044,942
Equity - Exchange:
9.0% U.S. Government/Agency:
32.3% Cash:
28.5% Municipal Bonds:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $127,374,863 | 9.0% |
| U.S. Government/Agency | $457,134,231 | 32.3% |
| Cash | $403,353,733 | 28.5% |
| Municipal Bonds | $427,413,430 | 30.2% |
| Total | $1,415,276,257 | 100.0% |