$103.3M Total AUM
$103.3M Disc. AUM
-- 3Y CAGR
2 Employees
53 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Gemini Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-19-1997
- Office Locations
- 2
Office Locations
-- Edina MN
-- Safety Harbor FL
About Falker Investments Inc.
Falker Investments Inc. is a Safety Harbor-based RIA with 2 offices. The firm has been operating for 29 years. Managing $103.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Gemini Trust.
Team overview
66 AVG AGE
$51.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
27.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PETER JAMES FALKER
President
- CRD
- #2515645
- Ownership
- 75% or more
Available
Available
Available
J
JOHN RICHARD FALKER SR
Chief Compliance Officer, Owner
- CRD
- #2811748
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,265,201 | -- |
| Non-Discretionary | $0 | -- |
| Total | $103,265,201 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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