F
CRD: 325447
Finacura Advisory LLC
Cumming, GA, 30041
8135050830
$7.6M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-13-2023
- Office Locations
- 1
Office Locations
410 Peachtree Pkwy Suite 4245 Cumming GA
About Finacura Advisory LLC
Finacura Advisory LLC is a Cumming-based RIA. The firm has been operating for 3 years. Managing $7.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$444.6K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Legacy
Investment Themes
Alpha capital
Investment Vehicles
Catalyst
Services
Value pathway Alpha optima Harbor Delta Horizon
Owner & Executives
V
Vipul Gondalia
Chief Compliance Officer, Managing Member
- CRD
- #7703349
- Ownership
- 75% or more
(680) 270-8412
ridge.vertex@northcapital.com
in linkedin.com/in/pathway-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,558,810 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,558,810 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,558,810
Equity - Exchange:
79.0% Cash:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,080,988,425 | 79.0% |
| Cash | $287,351,353 | 21.0% |
| Total | $1,368,339,778 | 100.0% |