F
$4.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
5 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2021
- Office Locations
- 1
Office Locations
-- Murrieta CA
About Fireplace Financial INC
Fireplace Financial INC is a Murrieta-based RIA. The firm has been operating for 5 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
52 AVG AGE
$4.5M AVG AUM / ADVISOR
$115.4K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NALIN BHATT
Director
- CRD
- #4697755
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,500,000 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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