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Downie Financial Group

Downie Financial Group. CRD 289066

Downie Financial Group logo

CRD: 289066

Downie Financial Group

Mission Viejo, CA, 92691
7149091215
$35.7M Total AUM
$35.7M Disc. AUM
-- 3Y CAGR
1 Employees
133 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
PioneerInsight fusion +more
Established Date
07-18-2017
Office Locations
1

Office Locations

26050 Acero Mission Viejo CA

About Downie Financial Group

Downie Financial Group is an owner-led registered investment adviser based in Mission Viejo, CA, serving families across the Inland Empire and Orange County. Led by financial planner Cliff Downie, the firm focuses on holistic planning and ongoing advice around retirement goals, investment management, and college savings. Portfolios are largely implemented with ETFs, and client assets are custodied at Charles Schwab.

Team overview

-- AVG AGE
$35.7M AVG AUM / ADVISOR
$268.4K AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Oak

Custodian

Pioneer Legacy eagle Foundation Quantum

Investment Themes

Frontier signal Summit horizon Prime Radial

Investment Vehicles

Unison Quantum focus

Services

Focus harbor Vertex North zenith Insight signal Harbor Frontier pathway Capital peak

Technology

Oak Fusion momentum Foundation foundation Atlas

Owner & Executives

CLIFFORD ANTHONY DOWNIE

CLIFFORD ANTHONY DOWNIE

Advisor, Chief Compliance Officer, FINANCIAL PLANNER

CRD
#4834939
Ownership
75% or more
(465) 319-3240
beacon.value@ridgecapital.com
in linkedin.com/in/prime-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $35,702,895 --
Non-Discretionary $0 --
Total $35,702,895 --

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Separately Managed Accounts

Total SMA Asset: $35,702,895

$35.7M Total SMA
Equity - Exchange:
19.6%
Public Funds:
30.0%
Cash:
21.6%
U.S. Government/Agency:
28.8%
Asset class Assets Assets %
Equity - Exchange $731,283,232 19.6%
Public Funds $1,119,311,070 30.0%
Cash $805,903,970 21.6%
U.S. Government/Agency $1,074,538,627 28.8%
Total $3,731,036,899 100.0%

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