G
CRD: 331567
Great Ocean Road Financial
Lewes, DE
3028587596
$7.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-18-2024
- Office Locations
- 1
Office Locations
-- Lewes DE
About Great Ocean Road Financial
Great Ocean Road Financial is a Lewes-based RIA. The firm has been operating for 1 years. Managing $7.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$458.8K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Foundation Ember element
Investment Themes
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Investment Vehicles
Beacon
Services
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Owner & Executives
P
PAUL ROBERT JONES
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #4443002
- Ownership
- 75% or more
(687) 950-4108
catalyst.bridge@peakcapital.com
in linkedin.com/in/element-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,750,000 | -- |
| Non-Discretionary | $1,050,000 | -- |
| Total | $7,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,800,000
Equity - Exchange:
24.9% Cash:
22.3% Equity - OTC:
9.4% U.S. Government/Agency:
22.6% Corporate - Investment Grade:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,172,882,467 | 24.9% |
| Cash | $1,945,995,141 | 22.3% |
| Equity - OTC | $820,284,948 | 9.4% |
| U.S. Government/Agency | $1,972,174,448 | 22.6% |
| Corporate - Investment Grade | $1,815,098,608 | 20.8% |
| Total | $8,726,435,612 | 100.0% |