$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-2017
- Office Locations
- 1
Office Locations
-- North Falmouth MA
About Estuary Financial LLC
Estuary Financial LLC is a North Falmouth-based RIA. The firm has been operating for 9 years. Managing $14.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vital beacon Frontier Atlas Radial
Client Personas
Horizon glacier
Investment Themes
Vital Unison unison North Wave timber
Investment Vehicles
Unison north
Services
Atlas Harbor Legacy Value momentum Beacon insight Catalyst radial Summit eagle Atlas matrix
Owner & Executives
M
Michael Richard Lopes
Chief Compliance Officer, Financial Professional, Managing Member, President
- CRD
- #6724706
- Ownership
- 75% or more
(803) 717-5753
ridge.timber@crestcapital.com
in linkedin.com/in/radial-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,022,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,022,200 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,022,200
Public Funds:
32.1% Equity - Exchange:
41.0% Cash:
26.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $326,132,127 | 32.1% |
| Equity - Exchange | $416,555,054 | 41.0% |
| Cash | $273,300,755 | 26.9% |
| Total | $1,015,987,936 | 100.0% |