E
$239.4M Total AUM
$239.4M Disc. AUM
-- 3Y CAGR
9 Employees
781 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2023
- Office Locations
- 2
Office Locations
Everspire Plaza, 6900 S. 900 E. Suite 200 Midvale UT
-- Tacoma WA
About E6 Portfolios
E6 Portfolios is a Midvale-based RIA with 2 offices. The firm has been operating for 3 years. Managing $239.4M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Fidelity/NFS.
Team overview
47 AVG AGE
$79.8M AVG AUM / ADVISOR
$306.5K AVG AUM / CLIENT
2.9 yrs AVG TENURE
9 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Monica Rosalind Akbar
Chief Compliance Officer, COMPLIANCE MANAGER
- CRD
- #6262432
- Ownership
- Less than 5%
Available
Available
Available
JOSHUA PAUL EDWARD DALE RAY JONES
Compliance Supervisor, Founder, President
- CRD
- #5139521
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,352,615 | $134,091 |
| Non-Discretionary | $0 | -- |
| Total | $239,352,615 | $134,091 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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