F
$88.8M Total AUM
$88.8M Disc. AUM
-- 3Y CAGR
3 Employees
134 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Community National Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-09-2021
- Office Locations
- 1
Office Locations
155 S. EL Molino AVE #104 Pasadena CA
About Favor Wealth Advisors, LLC
Favor Wealth Advisors, LLC is a Pasadena-based RIA. The firm has been operating for 4 years. Managing $88.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Community National Bank.
Team overview
-- AVG AGE
$88.8M AVG AUM / ADVISOR
$662.4K AVG AUM / CLIENT
4.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
RICKY ENRIQUE BIEL
Chief Compliance Officer, President
- CRD
- #4123346
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,763,573 | $196,771 |
| Non-Discretionary | $0 | -- |
| Total | $88,763,573 | $196,771 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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