F
CRD: 111341
Financial Strategies
Nevada City, CA
9169606220
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-1994
- Office Locations
- 1
Office Locations
-- Nevada City CA
About Financial Strategies
Financial Strategies is a Nevada City-based RIA. The firm has been operating for 31 years. Managing $8.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$236.0K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Horizon
Investment Vehicles
Element
Services
Eagle pathway Vital horizon
Owner & Executives
F
FRED LYNN RUDD
Owner
- CRD
- #1840250
- Ownership
- 75% or more
(749) 293-8548
glacier.timber@crestcapital.com
in linkedin.com/in/value-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,025,606 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,025,606 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,025,606
Equity - Exchange:
9.3% Cash:
26.7% Corporate - Investment Grade:
16.1% U.S. Government/Agency:
28.0% Corporate - Non-Investment Grade:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $347,776,475 | 9.3% |
| Cash | $998,455,042 | 26.7% |
| Corporate - Investment Grade | $602,064,651 | 16.1% |
| U.S. Government/Agency | $1,047,068,958 | 28.0% |
| Corporate - Non-Investment Grade | $744,166,866 | 19.9% |
| Total | $3,739,531,992 | 100.0% |