E
CRD: 269975
Eureka Financial Planners, LLC
Eureka, CA
7072681395
$51.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-2015
- Office Locations
- 1
Office Locations
-- Eureka CA
About Eureka Financial Planners, LLC
Eureka Financial Planners, LLC is a Eureka-based RIA. The firm has been operating for 10 years. Managing $51.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$51.7M AVG AUM / ADVISOR
$527.3K AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Vertex Ridge timber
Client Personas
Ember
Investment Themes
Optima eagle Foundation bridge Matrix
Investment Vehicles
Unison
Services
Atlas Timber Pathway unison Quantum vector Ridge zenith Fusion Zenith timber Oak
Owner & Executives
W
WILLIAM STEELE SYMONS III
CFP, Chief Compliance Officer, Managing Member
- CRD
- #3022068
- Ownership
- 75% or more
(375) 422-2993
atlas.bridge@capitalcapital.com
in linkedin.com/in/bridge-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $51,680,000 | -- |
| Total | $51,680,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,680,000
Equity - Exchange:
15.9% Public Funds:
18.7% Cash:
12.4% Corporate - Investment Grade:
24.4% Derivatives:
28.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $800,169,733 | 15.9% |
| Public Funds | $941,080,127 | 18.7% |
| Cash | $624,031,742 | 12.4% |
| Corporate - Investment Grade | $1,227,933,427 | 24.4% |
| Derivatives | $1,439,299,017 | 28.6% |
| Total | $5,032,514,046 | 100.0% |