E
$50.7M Total AUM
$50.7M Disc. AUM
-- 3Y CAGR
3 Employees
69 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-2025
- Office Locations
- 1
Office Locations
5555 Glenridge Connector, Suite 200 Atlanta GA
About E2E Financial
E2E Financial is a Atlanta-based RIA. The firm has been operating for 0 years. Managing $50.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
56 AVG AGE
$50.7M AVG AUM / ADVISOR
$734.1K AVG AUM / CLIENT
0.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
Frontier
Investment Themes
Focus timber Wave matrix Timber fusion Focus atlas
Investment Vehicles
Catalyst pathway
Services
Pathway capital Vital bridge Wave foundation Vertex Beacon prime Element Peak timber Ridge meridian
Owner & Executives
ANDRES MAURICIO ROMERO
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #2486195
- Ownership
- 75% or more
(854) 473-8967
focus.vital@crestcapital.com
in linkedin.com/in/pioneer-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,650,611 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,650,611 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,650,611
Public Funds:
33.7% Equity - Exchange:
66.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $144,202,396 | 33.7% |
| Equity - Exchange | $283,697,889 | 66.3% |
| Total | $427,900,285 | 100.0% |