$78.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
162 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Prime vital
- Established Date
- 12-18-1995
- Office Locations
- 1
Office Locations
2551 S. Euclid Ave. Ontario CA
About David DE Koekkoek, CFP, EA
David DE Koekkoek, CFP, EA is a Chino-based RIA. The firm has been operating for 30 years. Managing $78.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$78.6M AVG AUM / ADVISOR
$485.4K AVG AUM / CLIENT
30.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
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Investment Themes
Zenith
Investment Vehicles
Summit matrix
Services
Atlas Quantum legacy Frontier beacon Beacon
Technology
Delta insight
Owner & Executives
D
DAVID GLENN DEKOEKKOEK
Owner
- CRD
- #1898457
- Ownership
- 75% or more
(208) 208-8105
meridian.oak@matrixcapital.com
in linkedin.com/in/signal-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $78,634,412 | -- |
| Total | $78,634,412 | -- |
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Separately Managed Accounts
Total SMA Asset: $78,634,412
Public Funds:
23.6% Equity - Exchange:
8.3% U.S. Government/Agency:
14.9% Cash:
17.1% Corporate - Investment Grade:
27.8% Municipal Bonds:
8.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,685,533,523 | 23.6% |
| Equity - Exchange | $592,793,570 | 8.3% |
| U.S. Government/Agency | $1,064,171,589 | 14.9% |
| Cash | $1,221,297,595 | 17.1% |
| Corporate - Investment Grade | $1,985,501,354 | 27.8% |
| Municipal Bonds | $592,793,570 | 8.3% |
| Total | $7,142,091,201 | 100.0% |