$166.8M Total AUM
$166.2M Disc. AUM
6.9% 3Y CAGR
4 Employees
644 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Bridge signalUnison catalyst
- Established Date
- 12-15-2009
- Office Locations
- 1
Office Locations
100 E. Corson Street 310 Pasadena CA
About Equanimity Financial Partners
Equanimity Financial Partners is a Pasadena, CA RIA providing financial planning, investment planning/portfolio management, and risk management for individuals and entrepreneurs. The firm builds asset-allocation portfolios with significant ETF and fixed-income use (often custodied at Schwab) and emphasizes probabilistic decision-making. Notably, the team states it invests alongside clients and recommends only what it would own.
Team overview
-- AVG AGE
$166.8M AVG AUM / ADVISOR
$259.0K AVG AUM / CLIENT
9.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
Open the full profile to inspect shifts in summit prime.
Unlock to see real insight on pioneer vector oak.
Open the full profile to inspect shifts in bridge wave.
Upgrade to reveal position-level detail across vital ridge.
Unlock to compare peer behavior around pathway focus.
Open the full profile to inspect shifts in ember horizon.
See the complete signal summary connected to zenith.
Unlock to see real insight on glacier capital focus.
Asset Classes
Insight Zenith Pioneer Signal Value
Client Personas
Bridge
Custodian
Signal
Investment Themes
Alpha Radial atlas Peak delta Unison vertex
Investment Vehicles
Signal Vital timber
Platform
Ridge bridge Wave ember
Services
Prime Catalyst Vertex Glacier value Bridge Value unison Atlas capital Value delta
Technology
Signal Horizon insight
Owner & Executives
CHRISTOPHER JUDE HAYDEL
Associate, Chief Compliance Officer, Managing Member
- CRD
- #2154349
- Ownership
- 75% or more
(935) 873-9662
radial.insight@vertexcapital.com
in linkedin.com/in/zenith-prime
Showing 1 of 1 owners & executives
Unlock allContacts
Amandeep Singh
Partner
- CRD
- #7461086
(227) 558-1658
signal.signal@vitalcapital.com
in linkedin.com/in/momentum-north
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,242,000 | $259,348 |
| Non-Discretionary | $541,000 | $270,500 |
| Total | $166,783,000 | $259,383 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $166,783,000
Equity - Exchange:
17.6% U.S. Government/Agency:
10.4% Equity - OTC:
13.5% Corporate - Investment Grade:
7.8% Cash:
15.7% Municipal Bonds:
20.0% Public Funds:
15.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $348,578,383 | 17.6% |
| U.S. Government/Agency | $205,978,135 | 10.4% |
| Equity - OTC | $267,375,464 | 13.5% |
| Corporate - Investment Grade | $154,483,602 | 7.8% |
| Cash | $310,947,762 | 15.7% |
| Municipal Bonds | $396,111,799 | 20.0% |
| Public Funds | $297,083,850 | 15.0% |
| Total | $1,980,558,995 | 100.0% |