$22.0M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SummitMomentum insight
- Established Date
- 01-03-2018
- Office Locations
- 1
Office Locations
1700 Westlake Avenue North Suite 200 Seattle WA
About Family Retirement LLC
Family Retirement LLC is a Washington-registered RIA providing investment management and financial planning, including estate planning coordination and tax optimization. The firm serves retail clients, including business owners and entrepreneurs, and builds portfolios that are heavily ETF-based. Notable details for partners: Schwab is a reported custodian and the firm uses Nitrogen (Riskalyze) in its process.
Team overview
-- AVG AGE
$22.0M AVG AUM / ADVISOR
$468.4K AVG AUM / CLIENT
8.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Crest oak Foundation optima
Client Personas
Glacier Oak harbor
Custodian
Alpha ridge
Investment Themes
North Crest catalyst Ember horizon
Investment Vehicles
Catalyst
Services
Horizon catalyst Horizon horizon Oak zenith Zenith Foundation Element Element Horizon Glacier vector
Technology
Timber Optima
Owner & Executives
K
Kassondra Jayne Dykema
Chief Compliance Officer, Managing Member
- CRD
- #6635625
- Ownership
- 75% or more
(289) 875-6263
zenith.ember@elementcapital.com
in linkedin.com/in/optima-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,013,845 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,013,845 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,013,845
Equity - Exchange:
33.5% Cash:
66.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,465,245,703 | 33.5% |
| Cash | $4,893,696,693 | 66.5% |
| Total | $7,358,942,396 | 100.0% |