F
CRD: 172388
Financial Prescriptions, LLC
Atlantic Beach, FL
9043720067
$12.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
-- Atlantic Beach FL
About Financial Prescriptions, LLC
Financial Prescriptions, LLC is a Atlantic Beach-based RIA. The firm has been operating for 11 years. Managing $12.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$12.8M AVG AUM / ADVISOR
$853.9K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Matrix alpha Quantum prime Frontier atlas
Client Personas
Foundation frontier
Investment Themes
Ember oak Delta optima Glacier atlas
Investment Vehicles
Unison bridge Zenith
Services
Radial value Signal focus Foundation Peak North Matrix Element wave
Owner & Executives
ROBERT RONALD LIGGERO
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #4623608
- Ownership
- 75% or more
(519) 358-2254
glacier.pathway@valuecapital.com
in linkedin.com/in/harbor-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,809,018 | -- |
| Total | $12,809,018 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,809,018
Equity - Exchange:
77.9% Equity - OTC:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,779,638,159 | 77.9% |
| Equity - OTC | $1,639,666,281 | 22.1% |
| Total | $7,419,304,440 | 100.0% |