F
CRD: 306947
Financialmd, LLC
Okemos, MI, 48842
5173467970
$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
1 Employees
170 ADV. Clients
6 yrs Firm Age
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- Custodian
- Principal ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2020
- Office Locations
- 1
Office Locations
2479 Woodlake CIR Suite 340 Okemos MI
About Financialmd, LLC
Financialmd, LLC is a Okemos-based RIA. The firm has been operating for 6 years. Managing $35.0M in total assets under management, with 1 advisory representatives. They custody assets with Principal and SEI. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
40 AVG AGE
$35.0M AVG AUM / ADVISOR
$205.9K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Vector ridge Focus Peak
Investment Themes
Vector Zenith Glacier capital
Investment Vehicles
Vector
Services
Catalyst timber Signal Matrix summit Pioneer Timber catalyst Catalyst horizon Unison peak
Owner & Executives
J
JON PAUL SOLITRO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6258138
- Ownership
- 75% or more
(412) 812-4207
ridge.beacon@harborcapital.com
in linkedin.com/in/radial-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,000,000
Private Funds:
68.9% Cash:
31.1% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $2,157,598,445 | 68.9% |
| Cash | $973,894,218 | 31.1% |
| Total | $3,131,492,663 | 100.0% |