$31.7M Total AUM
$31.7M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-29-2019
- Office Locations
- 1
Office Locations
-- Reno NV
About Firmament Financial
Firmament Financial is a Reno-based RIA. The firm has been operating for 6 years. Managing $31.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
45 AVG AGE
$31.7M AVG AUM / ADVISOR
$610.5K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Pathway matrix Peak ember
Investment Themes
Fusion North Foundation
Investment Vehicles
Harbor
Services
Harbor quantum Legacy North vertex Fusion vertex Signal unison Peak timber Momentum Vertex north
Owner & Executives
LEE JOSEPH HERNANDEZ
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5144193
- Ownership
- 75% or more
(352) 313-9846
pioneer.fusion@pathwaycapital.com
in linkedin.com/in/oak-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,747,542 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,747,542 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,747,542
Equity - Exchange:
15.7% U.S. Government/Agency:
5.7% Corporate - Investment Grade:
22.9% Public Funds:
13.4% Cash:
28.4% Corporate - Non-Investment Grade:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,177,765,277 | 15.7% |
| U.S. Government/Agency | $427,596,311 | 5.7% |
| Corporate - Investment Grade | $1,717,886,932 | 22.9% |
| Public Funds | $1,005,226,414 | 13.4% |
| Cash | $2,130,479,863 | 28.4% |
| Corporate - Non-Investment Grade | $1,042,734,863 | 13.9% |
| Total | $7,501,689,660 | 100.0% |