F
CRD: 141636
Financial Planning Office OF Stephen Overstreet, P.a.
Winter Park, FL
3219724690
$39.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
29 yrs Firm Age
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- Custodian
- TD Ameritrade ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-1997
- Office Locations
- 1
Office Locations
-- Winter Park FL
About Financial Planning Office OF Stephen Overstreet, P.a.
Financial Planning Office OF Stephen Overstreet, P.a. is a Winter Park-based RIA. The firm has been operating for 29 years. Managing $39.0M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade and Vanguard. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$39.0M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
24.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Asset Classes
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Client Personas
Momentum Insight Ember element
Investment Themes
Value Radial unison Delta delta
Investment Vehicles
Insight timber
Services
Alpha Peak Eagle vital Foundation beacon Capital Focus Meridian
Owner & Executives
STEPHEN SHANE OVERSTREET
Financial Advisor, General Partner, President
- CRD
- #2865970
- Ownership
- 75% or more
(300) 370-8023
quantum.wave@fusioncapital.com
in linkedin.com/in/horizon-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,963,000 | -- |
| Total | $38,963,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,963,000
Public Funds:
38.0% Cash:
44.9% Equity - Exchange:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,091,457,247 | 38.0% |
| Cash | $3,652,800,799 | 44.9% |
| Equity - Exchange | $1,391,155,761 | 17.1% |
| Total | $8,135,413,807 | 100.0% |