$29.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-09-2012
- Office Locations
- 1
Office Locations
20 Eagles Bluff RYE Brook NY
About Five Factor Capital Advisors
Five Factor Capital Advisors is a Rye Brook, NY registered investment advisor serving retail clients with financial planning and portfolio construction. The firm builds asset allocation portfolios using mutual funds and ETFs, complemented by fixed income (including U.S. government/agency bonds) and cash. Custody is supported through Charles Schwab and Pershing.
Team overview
46 AVG AGE
$29.9M AVG AUM / ADVISOR
$766.7K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JARED J CUTLER
Chief Compliance Officer, Managing Member, President
- CRD
- #3253743
- Ownership
- 75% or more
Available
Available
Available
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
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $29,900,000 | -- |
| Total | $29,900,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing