D
$13.8M Total AUM
$13.7M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Horizon catalystCrest element
- Established Date
- 03-08-2022
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Determined Advisors LLC
Determined Advisors is a San Diego-based RIA providing retirement-focused, customized portfolio management for retail investors. The firm builds diversified, tax-aware portfolios designed to minimize fees and improve efficiency while clients outsource day-to-day investing. Portfolios are implemented primarily with ETFs (SMA) and custody includes Charles Schwab.
Team overview
46 AVG AGE
$13.8M AVG AUM / ADVISOR
$656.3K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Legacy peak Beacon North matrix Vital
Client Personas
Legacy
Custodian
Radial Vital
Investment Themes
Vital Meridian Oak oak Oak vital Vertex
Investment Vehicles
Beacon
Services
Bridge foundation Meridian meridian Catalyst harbor Eagle value Crest eagle North peak Frontier
Technology
Quantum wave North
Owner & Executives
D
DANIEL FRANCIS DOWNEY
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6190129
- Ownership
- 75% or more
(672) 841-2582
harbor.ember@summitcapital.com
in linkedin.com/in/timber-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,748,400 | -- |
| Non-Discretionary | $33,400 | -- |
| Total | $13,781,800 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,781,800
Equity - Exchange:
52.4% Cash:
47.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,471,025,041 | 52.4% |
| Cash | $1,336,274,655 | 47.6% |
| Total | $2,807,299,696 | 100.0% |