$1.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2023
- Office Locations
- 1
Office Locations
-- Scarborough ME
About Educated Investors LLC
Educated Investors LLC is a fee-only fiduciary RIA offering research-driven retirement, financial, education, and estate planning for retail clients. Portfolios are implemented primarily with ETFs, with Altruist among its custodial relationships. Led by owner Mark Jeffrey Ashe and based in Scarborough, Maine.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$88.8K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK JEFFREY ASHE
Owner
- CRD
- #7778122
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,775,000 | -- |
| Total | $1,775,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing