C
CRD: 317759
Convert Financial Services LLC
MT Pleasant, MI
9894449728
$2.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
-- MT Pleasant MI
About Convert Financial Services LLC
Convert Financial Services LLC is a MT Pleasant-based RIA. The firm has been operating for 4 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Hilltop Securities. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$77.2K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Client Personas
Foundation matrix
Investment Themes
Signal
Investment Vehicles
Legacy matrix
Services
Horizon ember Horizon Pathway timber
Owner & Executives
S
Shawn Robert Stressman
Chief Compliance Officer, Controller
- CRD
- #7475511
- Ownership
- 75% or more
(925) 795-3782
harbor.vertex@eaglecapital.com
in linkedin.com/in/matrix-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,006,058 | -- |
| Total | $2,006,058 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,006,058
Equity - Exchange:
69.2% Cash:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,704,934,107 | 69.2% |
| Cash | $2,539,190,325 | 30.8% |
| Total | $8,244,124,432 | 100.0% |