$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PrimeSummit signal +more
- Established Date
- 04-13-2023
- Office Locations
- 1
Office Locations
-- Lake Bluff IL
About Fleur-DE-LIS Financial
Fleur-de-lis Financial is an Illinois-registered RIA focused on comprehensive planning for performing artists and their patrons. The firm delivers a virtual planning process spanning cash-flow/budgeting, retirement, tax, estate, and insurance planning, alongside personalized investment management. Portfolios are primarily ETF-based, and the practice lists Charles Schwab & Co. as a custodian.
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Full visibility includes strategy notes for vital delta.
Full visibility includes strategy notes for wave harbor signal.
Premium access reveals conviction themes in frontier north.
Unlock to see real insight on oak beacon.
Unlock to see real insight on foundation vector.
Full visibility includes strategy notes for summit optima.
See the complete signal summary connected to quantum unison.
Open the full profile to inspect shifts in focus wave.
Asset Classes
Delta Timber pioneer Harbor summit Quantum pioneer North Ember Catalyst ridge Timber
Client Personas
Ember vector
Custodian
Horizon eagle Optima wave Focus Insight pathway Focus pathway Horizon crest
Investment Themes
Eagle North matrix Horizon alpha Pioneer optima Peak Summit
Investment Vehicles
Catalyst focus Peak atlas Frontier
Platform
Frontier
Services
Crest delta Bridge atlas Frontier Horizon oak Peak pioneer Eagle Focus Atlas Optima Unison Oak eagle Bridge oak
Technology
Alpha Delta signal Pathway north Prime
Owner & Executives
N
Nathan C. Gale
Chief Compliance Officer
- CRD
- #7519518
- Ownership
- 75% or more
(546) 435-1442
north.harbor@atlascapital.com
in linkedin.com/in/alpha-vector
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 | $12,101,737 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,101,737 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $12,101,737
Equity - Exchange:
25.5% Corporate - Investment Grade:
50.5% Cash:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $276,329,273 | 25.5% |
| Corporate - Investment Grade | $547,240,325 | 50.5% |
| Cash | $260,074,610 | 24.0% |
| Total | $1,083,644,208 | 100.0% |