F
CRD: 165756
Financial Positioning System, INC
Derwood, MD, 20855
2404766402
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2013
- Office Locations
- 1
Office Locations
16001 NEW Bedford Drive Derwood MD
About Financial Positioning System, INC
Financial Positioning System, INC is a Derwood-based RIA. The firm has been operating for 13 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and LPL Financial. Services offered include Insurance.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$271.7K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Services
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Owner & Executives
J
JEAN-YVES FLORENT VAN HALLE
--
- CRD
- #5010835
- Ownership
- 75% or more
(793) 825-2856
radial.atlas@wavecapital.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 | $2,444,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,444,892 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,444,892
Public Funds:
43.8% Equity - Exchange:
36.3% Cash:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,021,165,492 | 43.8% |
| Equity - Exchange | $846,308,388 | 36.3% |
| Cash | $463,954,185 | 19.9% |
| Total | $2,331,428,065 | 100.0% |