F
$39.3M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2022
- Office Locations
- 1
Office Locations
1555 Bonaventure Blvd. Suite 1010 Weston FL
About Fresh Bread Investments, LLC
Fresh Bread Investments, LLC is a Weston-based RIA. The firm has been operating for 4 years. Managing $39.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$39.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
TYLER JORDAN ARES
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5430692
- 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 | $36,396,102 | -- |
| Non-Discretionary | $2,932,440 | -- |
| Total | $39,328,542 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Public Funds:
Available Corporate - Investment Grade:
Available Derivatives:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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