$8.6M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2009
- Office Locations
- 1
Office Locations
-- Palm Beach Gardens FL
About Conservation Capital, LLC
Conservation Capital, LLC is a Palm Beach Gardens-based RIA. The firm has been operating for 16 years. Managing $8.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$8.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Bridge ember Vital Delta meridian
Custodian
Atlas
Investment Themes
Value
Investment Vehicles
Vector
Services
Catalyst timber Element prime
Owner & Executives
B
BRUCE STEPHAN HONIG
Chief Compliance Officer, President
- CRD
- #2377809
- Ownership
- 75% or more
(476) 308-5887
radial.foundation@pioneercapital.com
in linkedin.com/in/radial-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,596,107 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,596,107 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,596,107
Equity - Exchange:
28.9% Cash:
35.6% U.S. Government/Agency:
35.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,261,006,565 | 28.9% |
| Cash | $2,785,184,557 | 35.6% |
| U.S. Government/Agency | $2,777,361,005 | 35.5% |
| Total | $7,823,552,127 | 100.0% |