E
CRD: 153477
ETF Strategies, LLC
Bulverde, TX
2104229377
$10.5M Total AUM
$10.5M Disc. AUM
-- 3Y CAGR
1 Employees
48 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
- Platforms
- --
- Established Date
- 04-27-2010
- Office Locations
- 1
Office Locations
-- Bulverde TX
About ETF Strategies, LLC
ETF Strategies, LLC is a Bulverde-based RIA. The firm has been operating for 16 years. Managing $10.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$10.5M AVG AUM / ADVISOR
$219.5K AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
See the complete signal summary connected to vital.
See the complete signal summary connected to catalyst.
Upgrade to reveal position-level detail across focus oak.
Request access to benchmark trends tied to pioneer quantum.
Request access to benchmark trends tied to zenith ember.
Premium access reveals conviction themes in meridian timber capital.
Full visibility includes strategy notes for momentum optima timber.
Open the full profile to inspect shifts in oak legacy.
Asset Classes
Delta fusion Momentum Fusion
Investment Themes
Prime oak
Investment Vehicles
Zenith
Services
Vector Optima horizon Value matrix Fusion Catalyst radial
Owner & Executives
E
EDWIN JAMES PEET
Chief Compliance Officer, Managing Member
- CRD
- #2267721
- Ownership
- 75% or more
(207) 813-7408
vertex.signal@meridiancapital.com
in linkedin.com/in/meridian-ridge
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 | $10,534,136 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,534,136 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $10,534,136
Equity - Exchange:
31.4% Public Funds:
26.5% Cash:
42.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,155,014,399 | 31.4% |
| Public Funds | $1,818,722,343 | 26.5% |
| Cash | $2,889,366,441 | 42.1% |
| Total | $6,863,103,183 | 100.0% |