$57.0M Total AUM
$57.0M Disc. AUM
-- 3Y CAGR
3 Employees
131 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- Ember crestElement timber
- Established Date
- 02-27-2018
- Office Locations
- 1
Office Locations
-- Gilbert AZ
About Harvard Avenue Investment Advisory
Harvard Avenue Investment Advisory is a Gilbert, AZ RIA providing evidence-based portfolio management and holistic planning for individuals and retirees. The firm builds globally diversified ETF portfolios with risk-based allocations and factor tilts informed by academic research, and designs retirement withdrawal strategies with tax-aware planning. Services also include 401(k) reviews, insurance/Medicare guidance, estate and charitable planning, and 529 education savings.
Team overview
53 AVG AGE
$28.5M AVG AUM / ADVISOR
$434.9K AVG AUM / CLIENT
6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Oak zenith Vector delta Insight
Client Personas
Prime
Custodian
Matrix Focus harbor Fusion Timber value
Fund Managers
Capital catalyst Element
Investment Themes
Quantum Zenith Zenith Signal prime
Investment Vehicles
Value Delta
Services
Ridge Bridge Horizon frontier Wave Vertex prime Harbor north Prime crest Capital Prime frontier
Technology
Zenith vertex North vertex
Owner & Executives
JERED B SKOUSEN
--
- CRD
- #5134979
- Ownership
- Less than 5%
(493) 987-7987
ember.foundation@catalystcapital.com
in linkedin.com/in/radial-timber
Showing 1 of 1 owners & executives
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A
Adam Fielding Skousen
--
- CRD
- #7628991
(299) 230-7330
ridge.unison@pioneercapital.com
in linkedin.com/in/matrix-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,974,658 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,974,658 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,974,658
Public Funds:
40.5% Cash:
59.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,387,347,888 | 40.5% |
| Cash | $2,038,202,453 | 59.5% |
| Total | $3,425,550,341 | 100.0% |