E
CRD: 122072
Elliott Financial, LLC
Pacific Grove, CA
7202129227
$22.6M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2002
- Office Locations
- 1
Office Locations
-- Pacific Grove CA
About Elliott Financial, LLC
Elliott Financial, LLC is a Pacific Grove-based RIA. The firm has been operating for 23 years. Managing $22.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$22.6M AVG AUM / ADVISOR
$525.2K AVG AUM / CLIENT
23.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Signal foundation Insight element
Investment Themes
Capital oak Alpha catalyst
Investment Vehicles
Glacier signal
Services
Horizon Glacier harbor Pioneer Momentum eagle Frontier
Owner & Executives
BRET ALLEN ELLIOTT
Manager
- CRD
- #4384060
- Ownership
- 75% or more
(776) 554-7157
wave.atlas@primecapital.com
in linkedin.com/in/delta-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,583,179 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,583,179 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,583,179
Equity - Exchange:
23.2% U.S. Government/Agency:
26.7% Municipal Bonds:
38.2% Cash:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,850,029,645 | 23.2% |
| U.S. Government/Agency | $2,129,128,945 | 26.7% |
| Municipal Bonds | $3,046,169,502 | 38.2% |
| Cash | $948,937,619 | 11.9% |
| Total | $7,974,265,711 | 100.0% |