$55.3M Total AUM
$55.3M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- EmberCapital +more
- Established Date
- 02-07-2017
- Office Locations
- 1
Office Locations
-- Lancaster PA
About Fident Financial, LLC
Fident Financial is a fee-only, fiduciary RIA based in Lancaster, PA serving middle-to-high income earners with values-based financial planning and investment management. Founder Jeremy Walter, CFP®, CKA® builds customized portfolios aligned to client goals and beliefs and updates plans through life changes. The practice has a Christian client focus and is currently closed to new clients.
Team overview
39 AVG AGE
$55.3M AVG AUM / ADVISOR
$643.2K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Custodian
Vital Horizon matrix Value
Services
Zenith vertex Alpha crest
Technology
Quantum Foundation beacon Vertex beacon
Owner & Executives
JEREMY CHARLES WALTER
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5287364
- Ownership
- 75% or more
(844) 578-3066
delta.beacon@oakcapital.com
in linkedin.com/in/crest-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,317,604 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,317,604 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,317,604
Public Funds:
34.5% Cash:
65.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $688,660,627 | 34.5% |
| Cash | $1,307,457,133 | 65.5% |
| Total | $1,996,117,760 | 100.0% |