D
CRD: 107082
DE Mayo Financial
Atascadero, CA
9253665558
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2005
- Office Locations
- 1
Office Locations
-- Atascadero CA
About DE Mayo Financial
DE Mayo Financial is a Atascadero-based RIA. The firm has been operating for 21 years. Managing $2.0M in total assets under management, with 1 advisory representatives. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Services
Catalyst Focus north Vector
Owner & Executives
H
HEIDI BARBER
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, CLO, Operations Manager
- CRD
- #1577510
- Ownership
- 75% or more
(402) 732-3484
value.summit@wavecapital.com
in linkedin.com/in/wave-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
Equity - Exchange:
64.7% Cash:
35.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,606,481,307 | 64.7% |
| Cash | $1,422,083,310 | 35.3% |
| Total | $4,028,564,617 | 100.0% |