F
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-17-2023
- Office Locations
- 1
Office Locations
-- Wichita KS
About Fiat Financial Planners
Fiat Financial Planners is a Wichita-based RIA. The firm has been operating for 3 years. Managing $5.4M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Horizon wave Frontier
Investment Vehicles
Timber atlas Delta prime
Services
Vital Quantum Oak
Owner & Executives
WILLIAM DAVID BEUTEL
Managing Member
- CRD
- #5056016
- Ownership
- 75% or more
(262) 515-1384
ridge.radial@pioneercapital.com
in linkedin.com/in/crest-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,394,048 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,394,048 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,394,048
Equity - Exchange:
52.7% Cash:
47.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,217,308,100 | 52.7% |
| Cash | $1,092,574,442 | 47.3% |
| Total | $2,309,882,542 | 100.0% |