$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
408 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-29-2016
- Office Locations
- 1
Office Locations
-- Camas WA
About Csla Financial INC
CSLA Financial Inc. is a Camas, WA registered investment adviser focused on goal-based financial planning and portfolio management for individuals and families, with support for tax, estate, and insurance planning. The firm primarily uses ETFs in client portfolios, custodies assets with Charles Schwab, and is registered in WA, AZ, CA, MA, NV, OR, and TX.
Team overview
43 AVG AGE
$7.5M AVG AUM / ADVISOR
$18.4K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Wave Fusion
Custodian
Horizon
Investment Themes
Focus north Bridge pathway
Investment Vehicles
Bridge oak
Services
Bridge Timber insight Pathway Oak peak Value Frontier Value
Owner & Executives
J
JANTZ CLARK HOFFMAN
Advisor, Chief Compliance Officer, President
- CRD
- #4854438
- Ownership
- 75% or more
(565) 368-2693
ember.pathway@signalcapital.com
in linkedin.com/in/alpha-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,504,069 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,504,069 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,504,069
Equity - Exchange:
21.3% U.S. Government/Agency:
28.4% Public Funds:
12.0% Cash:
38.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,422,513,087 | 21.3% |
| U.S. Government/Agency | $1,896,684,116 | 28.4% |
| Public Funds | $801,415,824 | 12.0% |
| Cash | $2,557,852,171 | 38.3% |
| Total | $6,678,465,198 | 100.0% |