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Full Financial Inc.

Full Financial Inc.. CRD 330574

Full Financial Inc. logo

CRD: 330574

Full Financial Inc.

Golden, CO
800-871-FULL
fullfinancial.com
$290.0M Total AUM
$262.4M Disc. AUM
-- 3Y CAGR
2 Employees
529 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Mainstar Trust · Principal · Voya Financial
Clients
Retail and Institutional
Platforms
--
Established Date
04-08-2024
Office Locations
1

Office Locations

-- Golden CO

About Full Financial Inc.

Full Financial Inc. is a Golden, CO-based RIA providing personalized wealth management and financial planning, including portfolio construction, tax and estate planning, and insurance guidance. The firm builds diversified allocations using mutual funds and ETFs and may incorporate annuities where appropriate. Works across retail and institutional relationships and custodies with Charles Schwab, leveraging Orion technology.

Team overview

59 AVG AGE
$145.0M AVG AUM / ADVISOR
$548.1K AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Quantum oak Atlas fusion

Custodian

Momentum harbor Vector north Ridge alpha Catalyst optima

Investment Themes

Focus Frontier

Investment Vehicles

Signal Unison matrix

Platform

Horizon insight

Services

Crest Wave Prime bridge Summit oak Eagle Unison momentum Ridge

Owner & Executives

M

MATTHEW JOSEPH RILLOS

Certified Financial Planner, Chief Compliance Officer, Financial Advisor, Owner, President

CRD
#5474261
Ownership
75% or more
(441) 385-1103
alpha.prime@timbercapital.com
in linkedin.com/in/crest-matrix

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Contacts

J

JOSEPH LOUIS RILLOS

Advisor

CRD
#1040209
(611) 435-8625
north.signal@wavecapital.com
in linkedin.com/in/value-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-29-2024
06-04-2025
03-06-2026
Category Assets AVG. Account size
Discretionary $262,385,184 $367,486
Non-Discretionary $27,578,291 $5,515,658
Total $289,963,475 $403,287

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Separately Managed Accounts

Total SMA Asset: $289,963,475

$290.0M Total SMA
Public Funds:
32.7%
Equity - OTC:
10.8%
Cash:
21.2%
Equity - Exchange:
6.3%
U.S. Government/Agency:
29.0%
Asset class Assets Assets %
Public Funds $1,611,991,532 32.7%
Equity - OTC $532,400,873 10.8%
Cash $1,045,083,195 21.2%
Equity - Exchange $310,567,176 6.3%
U.S. Government/Agency $1,429,594,936 29.0%
Total $4,929,637,712 100.0%

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