D
CRD: 158127
David Ettl Financial
Lincoln, CA
5307556449
$25.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
112 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-13-2011
- Office Locations
- 1
Office Locations
-- Lincoln CA
About David Ettl Financial
David Ettl Financial is a Lincoln-based RIA. The firm has been operating for 14 years. Managing $25.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and John Hancock. Services offered include Portfolio Construction, Retirement Plans.
Team overview
-- AVG AGE
$25.3M AVG AUM / ADVISOR
$225.9K AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Peak glacier
Client Personas
Frontier wave
Investment Themes
Ridge ember
Investment Vehicles
Element
Services
Foundation Fusion north
Owner & Executives
D
DAVID JOHN ETTL
Financial Advisor, General Partner, President
- CRD
- #865173
- Ownership
- 75% or more
(515) 553-4340
catalyst.frontier@oakcapital.com
in linkedin.com/in/capital-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,303,845 | -- |
| Total | $25,303,845 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,303,845
Public Funds:
14.0% Equity - Exchange:
31.7% Cash:
54.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $254,202,128 | 14.0% |
| Equity - Exchange | $575,586,248 | 31.7% |
| Cash | $985,941,113 | 54.3% |
| Total | $1,815,729,489 | 100.0% |