A
CRD: 297670
Ales29 Advisors, INC
West Palm Beach, FL
9178383093
$39.8M Total AUM
$39.8M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-2018
- Office Locations
- 1
Office Locations
-- West Palm Beach FL
About Ales29 Advisors, INC
Ales29 Advisors, INC is a West Palm Beach-based RIA. The firm has been operating for 7 years. Managing $39.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$39.8M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vector legacy
Investment Themes
Prime peak
Investment Vehicles
Meridian
Services
Catalyst
Owner & Executives
J
JOSEPH BONIVENTO DIRNFELD
Chief Compliance Officer, President
- CRD
- #2659958
- Ownership
- 75% or more
(920) 621-7886
value.vector@legacycapital.com
in linkedin.com/in/foundation-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,750,000
Equity - Exchange:
36.2% Public Funds:
14.1% Cash:
49.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,122,231,839 | 36.2% |
| Public Funds | $826,615,164 | 14.1% |
| Cash | $2,913,671,890 | 49.7% |
| Total | $5,862,518,893 | 100.0% |