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Executive Asset Advisors LLC

Executive Asset Advisors LLC. CRD 124369

Executive Asset Advisors LLC logo

CRD: 124369

Executive Asset Advisors LLC

Tucson, AZ
6023191233
$12.6M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
Optima radial
Established Date
02-04-2003
Office Locations
1

Office Locations

-- Tucson AZ

About Executive Asset Advisors LLC

Executive Asset Advisors (est. 2003) is a Tucson, AZ RIA that builds custom portfolios designed to balance performance and risk, with a dedicated advisory team and an emphasis on portfolio construction and legacy planning. Public filings indicate use of equities and investment-grade fixed income. Supports client account access via custodians such as Charles Schwab and TD Ameritrade.

Team overview

-- AVG AGE
$12.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
23.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Momentum vertex

Custodian

Pathway horizon Focus Glacier timber

Investment Themes

Value Delta meridian

Services

Ridge peak Prime capital Optima insight Matrix eagle

Technology

Frontier ridge

Owner & Executives

Z

ZAKARY WAYNE KARMIKEL

Chief Executive Officer

CRD
#2536328
Ownership
75% or more
(631) 708-2894
foundation.momentum@elementcapital.com
in linkedin.com/in/glacier-ember

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,600,000 --
Non-Discretionary $0 --
Total $12,600,000 --

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Separately Managed Accounts

Total SMA Asset: $12,600,000

$12.6M Total SMA
Equity - OTC:
19.1%
Corporate - Investment Grade:
39.4%
U.S. Government/Agency:
11.1%
Equity - Exchange:
30.4%
Asset class Assets Assets %
Equity - OTC $946,464,231 19.1%
Corporate - Investment Grade $1,952,392,183 39.4%
U.S. Government/Agency $550,039,422 11.1%
Equity - Exchange $1,506,414,272 30.4%
Total $4,955,310,108 100.0%

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