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
6.3 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 Fusion capital
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% |