F
CRD: 154323
Financial Facilitators, Inc.
Eugene, OR, 97401
5414857254
$10.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1990
- Office Locations
- 1
Office Locations
450 Country Club Road STE 130 Eugene OR
About Financial Facilitators, Inc.
Financial Facilitators, Inc. is a Eugene-based RIA. The firm has been operating for 36 years. Managing $10.2M in total assets under management, with 1 advisory representatives. Services offered include Insurance, Life Insurance.
Team overview
76 AVG AGE
$10.2M AVG AUM / ADVISOR
$195.7K AVG AUM / CLIENT
26.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
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Investment Themes
Timber fusion
Investment Vehicles
Matrix frontier
Services
Prime harbor Timber horizon
Owner & Executives
A
ALAN PAUL HOUCK
Partner, President, Secretary
- CRD
- #3120774
- Ownership
- 75% or more
(305) 573-2819
atlas.timber@beaconcapital.com
in linkedin.com/in/pioneer-bridge
K
KATHLEEN RUTH HOUCK
DIRECTOR, Financial Management Analyst
- CRD
- --
- Ownership
- Less than 5%
(510) 937-8792
vector.ember@harborcapital.com
in linkedin.com/in/vital-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,175,000 | -- |
| Total | $10,175,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,175,000
Equity - Exchange:
41.6% U.S. Government/Agency:
18.8% Cash:
39.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,788,829,902 | 41.6% |
| U.S. Government/Agency | $808,413,513 | 18.8% |
| Cash | $1,702,828,464 | 39.6% |
| Total | $4,300,071,879 | 100.0% |