I
CRD: 174284
Ideas IN Finance
Boca Raton, FL
5612126336
$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Prudential · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-2015
- Office Locations
- 1
Office Locations
-- Boca Raton FL
About Ideas IN Finance
Ideas IN Finance is a Boca Raton-based RIA. The firm has been operating for 11 years. Managing $11.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential. Services offered include Charitable Giving, Financial Planning, Investment Planning.
Team overview
67 AVG AGE
$11.0M AVG AUM / ADVISOR
$733.3K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Oak Focus
Client Personas
Zenith
Investment Themes
Legacy
Investment Vehicles
Vertex
Services
Element horizon Legacy harbor Signal
Owner & Executives
C
CHARLES LAWRENCE ARNOLD
Chief Compliance Officer, Chief Investment Officer, Managing Partner, President
- CRD
- #502527
- Ownership
- 75% or more
(761) 207-3339
insight.vital@oakcapital.com
in linkedin.com/in/legacy-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,000,000
Equity - Exchange:
32.1% U.S. Government/Agency:
31.3% Derivatives:
36.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $528,497,269 | 32.1% |
| U.S. Government/Agency | $515,325,998 | 31.3% |
| Derivatives | $602,585,672 | 36.6% |
| Total | $1,646,408,939 | 100.0% |