F
CRD: 305295
Financial Equations Advisors, Inc.
$11.5M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-02-2020
- Office Locations
- 1
Office Locations
4160 Temescal Canyon Rd. Suite 401 Corona CA
About Financial Equations Advisors, Inc.
Financial Equations Advisors, Inc. is a Corona-based RIA. The firm has been operating for 5 years. Managing $11.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$11.5M AVG AUM / ADVISOR
$230.0K AVG AUM / CLIENT
5.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Beacon
Client Personas
Meridian
Investment Themes
Capital catalyst Crest
Investment Vehicles
Matrix pioneer Pioneer
Services
Vertex Delta optima Horizon Pioneer Frontier
Owner & Executives
G
GAIL O GONZALES
Managing Partner
- CRD
- #7166783
- Ownership
- 75% or more
(530) 833-5183
delta.delta@signalcapital.com
in linkedin.com/in/horizon-vector
NAVY MARCH KLOMSUE
Managing Partner
- CRD
- #5106441
- Ownership
- 25% but less than 50%
(349) 648-6758
optima.value@crestcapital.com
in linkedin.com/in/catalyst-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,500,000
Public Funds:
25.1% Equity - Exchange:
30.0% Cash:
44.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $746,963,385 | 25.1% |
| Equity - Exchange | $892,784,922 | 30.0% |
| Cash | $1,336,201,434 | 44.9% |
| Total | $2,975,949,741 | 100.0% |