F
CRD: 309835
Full Life Financial Planning
Pembroke, MA
7818293537
$22.4M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-10-2020
- Office Locations
- 1
Office Locations
-- Pembroke MA
About Full Life Financial Planning
Full Life Financial Planning is a Pembroke-based RIA. The firm has been operating for 5 years. Managing $22.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Empower. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$22.4M AVG AUM / ADVISOR
$466.1K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Summit
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Investment Vehicles
Optima momentum
Services
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Owner & Executives
K
KEVIN MICHAEL WILLIAMS
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #5652915
- Ownership
- 75% or more
(910) 202-7020
insight.quantum@capitalcapital.com
in linkedin.com/in/ember-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,666,876 | -- |
| Non-Discretionary | $6,706,320 | -- |
| Total | $22,373,196 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,373,196
Public Funds:
42.9% Cash:
24.6% Equity - Exchange:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,232,520,534 | 42.9% |
| Cash | $1,280,186,600 | 24.6% |
| Equity - Exchange | $1,691,303,435 | 32.5% |
| Total | $5,204,010,569 | 100.0% |