$7.4M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Fusion
- Established Date
- 05-05-2023
- Office Locations
- 1
Office Locations
340 Soquel AVE Suite 110 Santa Cruz CA
About Fullguards Financial
Fullguards Financial is a Santa Cruz-based RIA. The firm has been operating for 3 years. Managing $7.4M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$388.7K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Focus Insight meridian
Client Personas
Ember vector
Custodian
Capital Foundation catalyst
Investment Themes
Zenith Ridge Vertex ember
Investment Vehicles
Peak beacon
Services
Crest Prime pioneer Element Pathway Optima Prime delta Element matrix Summit
Technology
Pioneer
Owner & Executives
M
MERCY TANUDJOJO
Investment Advisor
- CRD
- #3032187
- Ownership
- 75% or more
(414) 442-5530
timber.signal@deltacapital.com
in linkedin.com/in/north-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,650,757 | -- |
| Non-Discretionary | $4,735,349 | -- |
| Total | $7,386,106 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,386,106
Equity - Exchange:
9.9% Equity - OTC:
9.6% U.S. Government/Agency:
14.6% Corporate - Investment Grade:
10.3% Cash:
25.8% Corporate - Non-Investment Grade:
7.4% Derivatives:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $648,395,222 | 9.9% |
| Equity - OTC | $628,746,882 | 9.6% |
| U.S. Government/Agency | $956,219,217 | 14.6% |
| Corporate - Investment Grade | $674,593,009 | 10.3% |
| Cash | $1,689,757,246 | 25.8% |
| Corporate - Non-Investment Grade | $484,659,055 | 7.4% |
| Derivatives | $1,467,076,058 | 22.4% |
| Total | $6,549,446,689 | 100.0% |