CRD: 290053
Financialife Outfitters LLC
$30.5M Total AUM
$30.5M Disc. AUM
-- 3Y CAGR
2 Employees
77 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FusionQuantum
- Established Date
- 03-16-2018
- Office Locations
- 1
Office Locations
6900 College Blvd., Suite 520 Overland Park KS
About Financialife Outfitters LLC
FinanciaLife Outfitters is a Kansas-based RIA focused on personalized financial roadmaps for retail clients, combining financial planning with retirement, tax and estate considerations and insurance planning. Portfolios use a mix of private funds and ETFs, and the firm primarily custodies with Charles Schwab.
Team overview
68 AVG AGE
$15.2M AVG AUM / ADVISOR
$395.8K AVG AUM / CLIENT
5.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Custodian
Oak matrix Bridge prime
Investment Themes
Timber
Investment Vehicles
Atlas Matrix optima
Services
Quantum Foundation unison Atlas oak Pathway meridian Matrix Optima frontier
Technology
Insight prime Element
Owner & Executives
FRANK EDWIN MALL
Chief Compliance Officer, Managing Member
- CRD
- #1565764
- Ownership
- 75% or more
(841) 833-3861
focus.summit@focuscapital.com
in linkedin.com/in/north-insight
JOY MALL
Financial Advisor
- CRD
- #5789932
- Ownership
- Less than 5%
(472) 868-5621
quantum.atlas@radialcapital.com
in linkedin.com/in/oak-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,476,904 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,476,904 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,476,904
Private Funds:
26.0% Equity - Exchange:
30.6% Cash:
33.5% Corporate - Investment Grade:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,755,227,801 | 26.0% |
| Equity - Exchange | $2,065,768,105 | 30.6% |
| Cash | $2,261,543,513 | 33.5% |
| Corporate - Investment Grade | $668,336,740 | 9.9% |
| Total | $6,750,876,159 | 100.0% |