H
CRD: 166034
Haslet Advisors, LLC
LOS Angeles, CA
6098964140
$17.9M Total AUM
$17.9M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-14-2012
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Haslet Advisors, LLC
Haslet Advisors, LLC is a LOS Angeles-based RIA. The firm has been operating for 13 years. Managing $17.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
54 AVG AGE
$17.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Delta optima Radial beacon
Investment Themes
Capital Zenith Radial
Investment Vehicles
Alpha Beacon
Services
Summit vital Capital Optima zenith Pioneer Timber Crest Horizon meridian
Owner & Executives
J
JASON ALEXANDER FREDE
Chief Compliance Officer, Managing Member
- CRD
- #3175775
- Ownership
- 75% or more
(972) 306-7741
prime.harbor@zenithcapital.com
in linkedin.com/in/unison-timber
S
STEPHANIE KIM FREDE
Managing Member, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
(696) 804-2156
quantum.pioneer@peakcapital.com
in linkedin.com/in/vector-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,863,375 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,863,375 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,863,375
Public Funds:
47.0% Cash:
26.4% Equity - Exchange:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,127,100,065 | 47.0% |
| Cash | $1,756,498,760 | 26.4% |
| Equity - Exchange | $1,769,805,568 | 26.6% |
| Total | $6,653,404,393 | 100.0% |