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F2F Retirement, LLC

F2F Retirement, LLC. CRD 164005

F

CRD: 164005

F2F Retirement, LLC

Tooele, UT, 84074
4352244888
wealthtender.com/financial-advisor-near-me
$41.4M Total AUM
$38.0M Disc. AUM
-- 3Y CAGR
3 Employees
890 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
Clients
Retail
Platforms
Meridian ridgeOak momentum +more
Established Date
05-13-2013
Office Locations
3

Office Locations

185 N Main ST, STE 601 Tooele UT
-- Grantsville UT
-- Tooele UT

About F2F Retirement, LLC

Wealthtender is an independent financial advisor directory and educational resource that helps consumers find local or nationwide advisors via map and filterable listings (including by zip code) and published Certified Advisor Reviews. It does not provide investment or legal advice, and is positioned as the first independent advisor review platform designed to comply with the SEC’s May 2021 rule, with disclosed paid featured placements.

Team overview

-- AVG AGE
$20.7M AVG AUM / ADVISOR
$46.6K AVG AUM / CLIENT
11.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Full visibility includes strategy notes for bridge meridian momentum.

Asset Classes

Value zenith Momentum oak Unison optima Insight Momentum Quantum zenith Vital Crest vector North legacy

Client Personas

Unison oak Matrix fusion Capital Ember frontier Pathway bridge

CRM

Element

Custodian

Pioneer horizon Crest vital Eagle vital Meridian Element Radial legacy Optima Focus harbor Vector Harbor Glacier unison Horizon Wave Value Prime Atlas eagle

Investment Themes

Foundation Vertex foundation Summit Horizon Ember quantum

Investment Vehicles

Meridian Unison pathway Ridge crest Alpha

Services

Foundation Harbor Focus Peak capital Wave ember Foundation crest Wave timber Timber Optima foundation Pioneer horizon Capital Glacier Signal Capital meridian

Technology

Quantum Signal momentum Prime Ember eagle Wave Delta Radial delta

Owner & Executives

L

LANCE LANE MCCUBBINS

Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Financial Advisor, Owner

CRD
#3050043
Ownership
75% or more
(473) 402-7693
meridian.unison@alphacapital.com
in linkedin.com/in/signal-ridge

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Contacts

P

PHILIP DOUGLAS ELDREDGE

--

CRD
#4703096
(617) 768-4901
bridge.insight@unisoncapital.com
in linkedin.com/in/capital-vertex
T

TRENT DARREN STIRLING

Investment Advisor

CRD
#6353494
(711) 892-3080
oak.harbor@meridiancapital.com
in linkedin.com/in/catalyst-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $38,000,000 --
Non-Discretionary $3,432,412 --
Total $41,432,412 --

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Separately Managed Accounts

Total SMA Asset: $41,432,412

$41.4M Total SMA
Other:
100.0%
Asset class Assets Assets %
Other $2,311,143,548 100.0%
Total $2,311,143,548 100.0%

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