F
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2013
- Office Locations
- 1
Office Locations
23276 S. Pointe Dr. Suite 111 Laguna Hills CA
About Fusion Financial
Fusion Financial is an owner-led boutique in Laguna Hills, CA providing personalized financial planning for individuals, families, and business owners, including tax, estate, and insurance planning alongside portfolio construction. Portfolios emphasize asset allocation delivered primarily through ETF-based SMAs, and the practice supports client access via Charles Schwab.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$99.2K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Pioneer Signal matrix Foundation
Client Personas
Beacon
Custodian
Element optima Foundation atlas
Investment Themes
Zenith
Investment Vehicles
Delta signal
Services
Vector Wave Horizon focus Peak Frontier
Owner & Executives
A
AMIRREZA KAYYAL
FINANCIAL PLANNER, President
- CRD
- #4914434
- Ownership
- 75% or more
(299) 769-1949
foundation.unison@insightcapital.com
in linkedin.com/in/crest-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,878,229 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,878,229 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,878,229
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,035,636,471 | 100.0% |
| Total | $2,035,636,471 | 100.0% |