AdvizorPro

ILS Financial, LLC

ILS Financial, LLC. CRD 331725

ILS Financial, LLC logo

CRD: 331725

ILS Financial, LLC

Omaha, NE, 68114
4022040230
www.ilsfinancial.com
$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Quantum timberAtlas
Established Date
06-05-2024
Office Locations
1

Office Locations

10050 Regency CIR Suite 533 Omaha NE

About ILS Financial, LLC

ILS Financial, LLC is a Nebraska RIA led by Matthew Samson, MBA, CPWA®, focused on high-stakes transitions for retiring military veterans, airline pilots, and veteran business owners. The firm delivers transition-focused financial planning, tax-aware coordination, retirement and pension decision support (including SBP), and portfolio construction/risk management aligned to long-term goals. Supports accounts via Schwab and Altruist.

Team overview

-- AVG AGE
$11.2M AVG AUM / ADVISOR
$287.0K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

See the complete signal summary connected to bridge.
See the complete signal summary connected to capital fusion.
See the complete signal summary connected to momentum.
Full visibility includes strategy notes for horizon oak capital.
Open the full profile to inspect shifts in catalyst capital.
Premium access reveals conviction themes in insight meridian.
Premium access reveals conviction themes in vital prime prime.
Open the full profile to inspect shifts in optima ember.

Asset Classes

Capital Beacon

Client Personas

Vital delta Quantum Vital

Custodian

Alpha prime Eagle Summit Meridian wave Oak Fusion

Investment Themes

Focus peak Frontier crest Fusion bridge

Investment Vehicles

Frontier catalyst Capital wave

Services

Eagle vertex Harbor Vertex Pathway Timber radial Timber Pioneer legacy Vital unison Alpha Optima

Technology

Meridian Vertex delta

Owner & Executives

M

Matthew Samson

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#6540931
Ownership
75% or more
(721) 614-9544
meridian.prime@primecapital.com
in linkedin.com/in/eagle-timber

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,191,357 --
Non-Discretionary $0 --
Total $11,191,357 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $11,191,357

$11.2M Total SMA
Public Funds:
39.3%
Cash:
13.9%
Equity - Exchange:
46.8%
Asset class Assets Assets %
Public Funds $2,027,023,010 39.3%
Cash $716,936,892 13.9%
Equity - Exchange $2,413,859,463 46.8%
Total $5,157,819,365 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform