D
CRD: 329901
Dollars & Sense Financial Fitness
Bowling Green, KY
2702825279
$4.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-14-2024
- Office Locations
- 1
Office Locations
-- Bowling Green KY
About Dollars & Sense Financial Fitness
Dollars & Sense Financial Fitness is a Bowling Green-based RIA. The firm has been operating for 2 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Signal Meridian
Investment Themes
Vector north Quantum unison
Investment Vehicles
Capital
Services
Vertex peak Delta north Element Oak element Vital Element capital
Owner & Executives
W
William Gordon Buckman
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #7739853
- Ownership
- 75% or more
(504) 334-2032
zenith.fusion@oakcapital.com
in linkedin.com/in/vital-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
Equity - Exchange:
24.0% Cash:
15.8% Equity - OTC:
32.5% Corporate - Investment Grade:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $474,466,170 | 24.0% |
| Cash | $312,356,895 | 15.8% |
| Equity - OTC | $642,506,272 | 32.5% |
| Corporate - Investment Grade | $547,613,038 | 27.7% |
| Total | $1,976,942,375 | 100.0% |