C
$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
3 Employees
51 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Insight ridgeHorizon +more
- Established Date
- 07-18-2024
- Office Locations
- 1
Office Locations
20 East Foothill Blvd., Suite 100 Arcadia CA
About CSI Wealth Management
CSI Wealth Management is a Arcadia-based RIA. The firm has been operating for 1 years. Managing $12.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$237.0K AVG AUM / CLIENT
1.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
See the complete signal summary connected to alpha insight.
Full visibility includes strategy notes for bridge wave foundation.
Upgrade to reveal position-level detail across north frontier.
Upgrade to reveal position-level detail across prime alpha.
Unlock to compare peer behavior around harbor fusion.
Request access to benchmark trends tied to horizon.
Request access to benchmark trends tied to fusion frontier.
Premium access reveals conviction themes in focus vector.
Asset Classes
Element Quantum focus
Custodian
Wave Element bridge
Investment Themes
Frontier Meridian harbor
Investment Vehicles
Pathway
Services
Fusion Bridge Vertex wave Value quantum Pathway vector Atlas
Technology
Delta Radial Delta Foundation
Owner & Executives
RICHARD ANTHONY MILLER
Chief Compliance Officer, President
- CRD
- #1326949
- Ownership
- 75% or more
(660) 988-8322
unison.ember@fusioncapital.com
in linkedin.com/in/beacon-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,087,750 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,087,750 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $12,087,750
Public Funds:
14.2% Equity - Exchange:
28.2% Cash:
32.9% U.S. Government/Agency:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $175,902,946 | 14.2% |
| Equity - Exchange | $349,328,386 | 28.2% |
| Cash | $407,549,784 | 32.9% |
| U.S. Government/Agency | $305,972,026 | 24.7% |
| Total | $1,238,753,142 | 100.0% |