C
$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
3 Employees
51 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- 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 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
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Services
Fusion
Owner & Executives
R
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
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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 | -- |
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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% |