$3.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
8 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Matrix northPeak optima
- Established Date
- 12-13-2017
- Office Locations
- 1
Office Locations
-- Poulsbo WA
About Federal Benefits Advisors
Federal Benefits Advisors is a Washington-based RIA focused on federal employees and retirees. The firm provides retirement planning and asset management around CSRS/FERS pensions, Thrift Savings Plan decisions, IRA/Roth contributions, tax and estate planning, and insurance needs. A key differentiator is deep guidance on coordinating Medicare enrollment with FEHB benefits.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$114.1K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Client Personas
Legacy zenith
Custodian
Legacy delta Focus Harbor vital North crest Prime glacier Pathway Unison
Investment Themes
Ember
Services
Ridge catalyst Radial frontier Signal Ember crest Momentum Matrix
Technology
Beacon oak Ridge peak
Owner & Executives
MARILYN MILLER MILLER
Investment Advisor, Owner
- CRD
- #2569235
- Ownership
- 75% or more
(985) 373-3116
meridian.peak@vertexcapital.com
in linkedin.com/in/vector-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,967,253 | -- |
| Total | $2,967,253 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,967,253
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $7,524,041,346 | 100.0% |
| Total | $7,524,041,346 | 100.0% |