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
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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
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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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
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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 | -- |
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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% |