C
CRD: 311997
Courseview Capital LLC
Bronxville, NY
9172735598
$3.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-11-2020
- Office Locations
- 1
Office Locations
-- Bronxville NY
About Courseview Capital LLC
Courseview Capital LLC is a Bronxville-based RIA. The firm has been operating for 5 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$525.2K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vertex Zenith Zenith crest
Client Personas
Harbor quantum
Investment Vehicles
Summit Element matrix
Services
Beacon unison Alpha Matrix Beacon vital
Owner & Executives
B
Brian Redican
Chief Compliance Officer, Managing Member
- CRD
- #2751688
- Ownership
- 75% or more
(390) 958-3953
element.foundation@insightcapital.com
in linkedin.com/in/vital-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,151,000 | -- |
| Total | $3,151,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,151,000
Equity - Exchange:
21.3% Equity - OTC:
39.7% Cash:
39.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,300,472,652 | 21.3% |
| Equity - OTC | $2,423,885,647 | 39.7% |
| Cash | $2,381,147,108 | 39.0% |
| Total | $6,105,505,407 | 100.0% |