$5.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Harbor
- Established Date
- 11-04-1998
- Office Locations
- 1
Office Locations
-- Montauk NY
About HIDALGO,JANET
Public records list HIDALGO,JANET (CRD 125432) as a Montauk, NY retail advisory practice; reported SMA positioning is split between cash and ETFs. The listed website, however, describes Hidalgo Eye Care—an optometry clinic offering comprehensive eye exams, contact lens fittings, and retinal imaging—led by Dr. Janet Hidalgo, a bilingual (Spanish/English) O.D. with community vision-screening volunteer work.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Custodian
Atlas
Technology
Zenith crest
Owner & Executives
J
JANET HIDALGO
--
- CRD
- #4638337
- Ownership
- 75% or more
(232) 679-4725
prime.fusion@foundationcapital.com
in linkedin.com/in/matrix-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,000,000
Cash:
24.6% Equity - Exchange:
75.4% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,742,959,028 | 24.6% |
| Equity - Exchange | $5,342,240,271 | 75.4% |
| Total | $7,085,199,299 | 100.0% |