D
CRD: 285497
Dirigo Investment Advisors, LLC
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
9 yrs Firm Age
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- Custodian
- Betterment · Capital Group · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Quantum frontierAlpha
- Established Date
- 01-03-2017
- Office Locations
- 1
Office Locations
2001 Wilshire Blvd STE 401 Santa Monica CA
About Dirigo Investment Advisors, LLC
Dirigo Investment Advisors, LLC is a Santa Monica, CA RIA serving entrepreneurs with financial planning, tax and estate planning, insurance, and retirement plan guidance. Portfolios emphasize asset allocation using ETFs and mutual funds, with real estate/hedge fund exposure where appropriate. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$568.9K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Optima Atlas ember
Client Personas
Delta radial
Custodian
Delta pathway
Investment Themes
Pioneer
Investment Vehicles
Ridge element
Services
Quantum quantum Vital capital Optima matrix Value Wave Matrix
Technology
Radial momentum Crest vital
Owner & Executives
PEYTON KYLE MCELYEA
Chief Compliance Officer
- CRD
- #4812905
- Ownership
- Less than 5%
(318) 574-7469
atlas.peak@momentumcapital.com
in linkedin.com/in/beacon-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,844,598 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,844,598 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,844,598
Equity - Exchange:
43.1% Cash:
36.3% U.S. Government/Agency:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $171,944,307 | 43.1% |
| Cash | $144,816,203 | 36.3% |
| U.S. Government/Agency | $82,182,197 | 20.6% |
| Total | $398,942,707 | 100.0% |