$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
1 Employees
101 ADV. Clients
15 yrs Firm Age
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- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail
- Platforms
- Summit catalystSignal vertex +more
- Established Date
- 02-23-2011
- Office Locations
- 1
Office Locations
451 South 6TH Street Sunnyside WA
About Hernandez Financial
Hernandez Financial is an independent advisory firm founded in 2011 by advisor Jesse Hernandez, ChFC. The team provides holistic financial planning with retirement, investment, insurance, and estate planning coordination, building personalized, risk-managed portfolios aimed at long-term goals. Clients can view accounts online via TradePMR, and the firm states it has no minimum investment requirement.
Team overview
47 AVG AGE
$19.5M AVG AUM / ADVISOR
$192.8K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Delta eagle Signal
Client Personas
Horizon timber Zenith ridge Bridge vital
Custodian
Bridge unison Glacier meridian Catalyst Insight Frontier signal Prime crest Timber Signal Summit beacon
Investment Themes
Ridge pathway Eagle Peak
Investment Vehicles
Vertex
Services
Vertex catalyst Wave Pathway Focus Vertex Wave Radial glacier Ember Matrix Ridge catalyst Vital element
Technology
Momentum Signal radial Catalyst radial
Owner & Executives
JESSE HERNANDEZ JR
Financial Planner
- CRD
- #3254322
- Ownership
- 75% or more
(972) 954-7761
focus.atlas@matrixcapital.com
in linkedin.com/in/unison-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,475,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,475,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,475,000
Public Funds:
17.4% Equity - Exchange:
40.6% Cash:
42.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $658,565,549 | 17.4% |
| Equity - Exchange | $1,536,652,948 | 40.6% |
| Cash | $1,589,640,982 | 42.0% |
| Total | $3,784,859,479 | 100.0% |