H
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Security Benefit
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2020
- Office Locations
- 1
Office Locations
-- Forest Hill MD
About Honeygo Financial
Honeygo Financial is a fee-only RIA delivering financial planning, advice, and investment management both virtually and in-person. The firm supports individuals and entrepreneurs with decision-focused planning and risk-managed, asset-allocation portfolios invested primarily in public funds, with custody including Charles Schwab.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$127.5K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTOPHER YEAGLE
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6783354
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,121,214 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,121,214 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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