F
$8.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Peak signal
- Established Date
- 05-30-2007
- Office Locations
- 1
Office Locations
-- Renton WA
About Financial Lifemaps
Financial Lifemaps is a Renton-based RIA. The firm has been operating for 19 years. Managing $8.2M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$683.3K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
North Bridge
Client Personas
Ridge peak
Custodian
Summit Value alpha
Investment Themes
Beacon Vital
Investment Vehicles
Frontier
Services
Momentum frontier Quantum Glacier Zenith vital Signal glacier
Technology
Capital momentum
Owner & Executives
R
RICHARD D. HOPKINS
Owner, Wealth Advisor
- CRD
- #5341026
- Ownership
- 75% or more
(951) 702-4378
ember.timber@legacycapital.com
in linkedin.com/in/north-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,200,000 | -- |
| Total | $8,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,200,000
Equity - Exchange:
72.9% Cash:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,819,480,093 | 72.9% |
| Cash | $2,163,345,824 | 27.1% |
| Total | $7,982,825,917 | 100.0% |