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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PioneerInsight fusion +more
- Established Date
- 07-18-2017
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
CLIFFORD ANTHONY DOWNIE
Advisor, Chief Compliance Officer, FINANCIAL PLANNER
- CRD
- #4834939
- Ownership
- 75% or more
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| 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
| 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% |