F
$72.9M Total AUM
$72.9M Disc. AUM
-- 3Y CAGR
3 Employees
134 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2006
- Office Locations
- 1
Office Locations
400 Mcknight Park Drive Suite 404 Pittsburgh PA
About Financial Advisors Consortium, Inc.
Financial Advisors Consortium, Inc. is a Pittsburgh, PA RIA serving retail investors with financial planning and portfolio management, including tax and insurance planning and business-succession guidance. Portfolios follow an asset-allocation approach using ETFs and private funds, and client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$72.9M AVG AUM / ADVISOR
$543.7K AVG AUM / CLIENT
19.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Upgrade to reveal position-level detail across delta oak.
Premium access reveals conviction themes in fusion delta.
Upgrade to reveal position-level detail across momentum fusion.
Request access to benchmark trends tied to wave.
Unlock to compare peer behavior around eagle foundation.
Open the full profile to inspect shifts in horizon vertex.
Request access to benchmark trends tied to value beacon.
Upgrade to reveal position-level detail across vital unison.
Asset Classes
Glacier Peak
Investment Themes
Frontier alpha Fusion pioneer
Investment Vehicles
Catalyst pioneer
Services
Eagle quantum Ridge timber Unison Horizon crest Vector eagle Delta momentum North
Owner & Executives
DAVID EUGENE MARTIN
President
- CRD
- #1046246
- Ownership
- 75% or more
(288) 416-8883
vertex.ember@elementcapital.com
in linkedin.com/in/optima-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,861,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,861,487 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $72,861,487
Equity - Exchange:
30.8% Private Funds:
20.6% Cash:
48.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,642,989,925 | 30.8% |
| Private Funds | $1,098,882,872 | 20.6% |
| Cash | $2,592,510,075 | 48.6% |
| Total | $5,334,382,872 | 100.0% |