$2.1M Total AUM
$330.4K Disc. AUM
21.9% 3Y CAGR
1 Employees
5 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Horizon
- Established Date
- 03-21-2016
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Fingage Advisors LLC
Fingage Advisors (San Francisco) provides a white-labeled, custodian-integrated platform for RIAs, broker-dealers, and investment managers to build, distribute, and monitor model portfolios. Advisors can personalize models with sleeves, direct indexing (40-index universe), and trading parameters, and automate tax-loss harvesting, transition tax management, cash/illiquid-fund workflows, portfolio accounting, reporting, and a client portal with CRM sync.
Team overview
48 AVG AGE
$2.1M AVG AUM / ADVISOR
$423.4K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Full visibility includes strategy notes for matrix capital.
Full visibility includes strategy notes for crest vital.
Request access to benchmark trends tied to ridge.
Request access to benchmark trends tied to vertex.
Premium access reveals conviction themes in quantum prime.
See the complete signal summary connected to delta oak.
See the complete signal summary connected to alpha.
Unlock to see real insight on vertex unison.
Asset Classes
Momentum pioneer Crest unison
CRM
Radial
Custodian
Quantum Glacier Pioneer Fusion crest Capital timber Bridge
Investment Themes
Harbor Pathway harbor North Catalyst zenith
Investment Vehicles
Oak foundation
Services
Peak Wave Timber Momentum optima Zenith Prime
Technology
Unison
Owner & Executives
SAMER HABL
Chief Compliance Officer
- CRD
- #5406757
- Ownership
- Less than 5%
(873) 791-9201
beacon.matrix@timbercapital.com
in linkedin.com/in/pathway-wave
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,354 | $55,059 |
| Non-Discretionary | $1,786,530 | $893,265 |
| Total | $2,116,884 | $264,611 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,116,884
Public Funds:
58.0% Equity - Exchange:
42.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,587,057,445 | 58.0% |
| Equity - Exchange | $2,597,524,357 | 42.0% |
| Total | $6,184,581,802 | 100.0% |