F
CRD: 115904
Fencl Advisory Services, LLC
Cedar Falls, IA, 50613
3192602006
$87.5M Total AUM
$87.5M Disc. AUM
-- 3Y CAGR
3 Employees
173 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Hilltop Securities ยท State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-23-1999
- Office Locations
- 3
Office Locations
1702 State Street Cedar Falls IA
422 Main Street Cedar Falls IA
-- Lake Elmo MN
About Fencl Advisory Services, LLC
Fencl Advisory Services, LLC is a Cedar Falls-based RIA with 3 offices. The firm has been operating for 26 years. Managing $87.5M in total assets under management, with 3 advisory representatives. They custody assets with Hilltop Securities and State Street. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
33 AVG AGE
$29.2M AVG AUM / ADVISOR
$505.8K AVG AUM / CLIENT
16 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
Open the full profile to inspect shifts in summit pioneer.
Upgrade to reveal position-level detail across element fusion.
Upgrade to reveal position-level detail across oak zenith.
See the complete signal summary connected to beacon summit.
Open the full profile to inspect shifts in zenith prime.
See the complete signal summary connected to foundation.
Full visibility includes strategy notes for matrix frontier beacon.
Full visibility includes strategy notes for foundation zenith unison.
Asset Classes
North Bridge
Client Personas
Eagle fusion
Investment Themes
Zenith meridian Meridian unison
Investment Vehicles
North
Services
Summit Prime Frontier catalyst Horizon bridge Beacon momentum Element glacier
Owner & Executives
S
SPENCER R JOHNSON
INVESTMENT ADVISOR REPRESENTATIVE, Owner, President
- CRD
- #5992518
- Ownership
- 75% or more
(742) 557-6546
quantum.optima@matrixcapital.com
in linkedin.com/in/catalyst-vector
Showing 1 of 1 owners & executives
Unlock allContacts
S
SARAH JANE BRAUNSHAUSEN
--
- CRD
- #4553393
(496) 975-3316
catalyst.capital@peakcapital.com
in linkedin.com/in/eagle-atlas
D
DANIEL FENCL
Investment Advisor Representative
- CRD
- #1430404
(619) 659-3709
element.crest@optimacapital.com
in linkedin.com/in/matrix-matrix
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $87,500,000
Equity - Exchange:
54.5% Cash:
45.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,097,787,657 | 54.5% |
| Cash | $2,586,226,392 | 45.5% |
| Total | $5,684,014,049 | 100.0% |