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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-12-2022
- Office Locations
- 1
Office Locations
About Connect Financial Advisors
Connect Financial Advisors is a Utah-based RIA focused on active portfolio management and alternative investing strategies alongside ETF and fixed-income allocations. The firm provides financial planning, estate planning, insurance, and business-succession guidance for retail and institutional clients. Custodied primarily at Schwab, it is founder-led by Tyler Jay Vanderbeek (CIO/CCO).
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
TYLER JAY VANDERBEEK
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #5311989
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Adam Bruce Anderson
--
- CRD
- #5157882
JAMES DON VANDERBEEK
Chief Investment Officer
- CRD
- #1485860
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,758,952 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,758,952 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,758,952
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $149,984,488 | 13.6% |
| Cash | $341,876,406 | 31.0% |
| Public Funds | $121,310,983 | 11.0% |
| Private Funds | $202,920,190 | 18.4% |
| U.S. Government/Agency | $286,735,050 | 26.0% |
| Total | $1,102,827,117 | 100.0% |