$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- BridgePeak +more
- Established Date
- 01-09-2020
- Office Locations
- 1
Office Locations
-- Peyton CO
About Financial Life Journeys
Financial Life Journeys is a fee-only RIA delivering values-based financial planning grounded in faith, stewardship, and generosity. The firm supports clients with goal and values discovery, cash-flow and budgeting, retirement plan investment guidance, risk management, estate planning, tax strategies, and employee benefits planning. Registered in Colorado and Texas; custody includes Charles Schwab.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$261.2K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Client Personas
Vital summit
Custodian
Signal Summit Ember fusion
Investment Themes
Catalyst Eagle Ridge
Investment Vehicles
Eagle
Services
Ridge quantum Vector meridian Insight element Foundation Ember Harbor beacon Optima
Technology
Foundation Meridian Bridge catalyst
Owner & Executives
BRIAN CURTIS KINNEY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6535987
- Ownership
- 75% or more
(791) 927-7227
ember.meridian@northcapital.com
in linkedin.com/in/optima-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,530,463 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,530,463 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,530,463
Public Funds:
42.6% Cash:
57.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $447,453,837 | 42.6% |
| Cash | $602,907,282 | 57.4% |
| Total | $1,050,361,119 | 100.0% |