D
CRD: 138820
Dejarnatt, Paul E
Pleasanton, CA, 94566
9254621566
$7.1M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
42 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-1984
- Office Locations
- 1
Office Locations
147 OLD Bernal Avenue, Suite 2 Pleasanton CA
About Dejarnatt, Paul E
Dejarnatt, Paul E is a Pleasanton-based RIA. The firm has been operating for 42 years. Managing $7.1M in total assets under management, with 1 advisory representatives. Services offered include Insurance.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
42yrs Firm Age
Insights
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Asset Classes
Prime beacon Frontier signal Horizon Radial
Investment Themes
Peak summit
Services
Optima
Owner & Executives
P
PAUL EDWARD DEJARNATT
Owner
- CRD
- #5087152
- Ownership
- 75% or more
(436) 849-6601
vertex.atlas@primecapital.com
in linkedin.com/in/legacy-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,276,000 | -- |
| Non-Discretionary | $1,803,000 | -- |
| Total | $7,079,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,079,000
Equity - Exchange:
52.9% Cash:
47.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,138,933,986 | 52.9% |
| Cash | $1,904,419,484 | 47.1% |
| Total | $4,043,353,470 | 100.0% |