This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- AlphaFoundation foundation
- Established Date
- 07-14-2017
- Office Locations
- 1
Office Locations
About Inflection Advisors
Inflection Advisors is a fiduciary wealth management and financial planning firm offering portfolio management alongside planning support such as estate and tax planning. The team meets virtually or in person and offers AUM, retainer, and project-based fee options, coordinating with clients’ existing professionals when needed. Investment portfolios are built around goal-based asset allocation using primarily mutual funds and ETFs, with exposure to alternatives and real estate. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY JAMES KARIS
Advisor, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6336167
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
DON DUSTIN IVEY
President
- CRD
- #6158779
Katia Michelle Kin
Paraplanner
- CRD
- #7546916
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,896,259 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,896,259 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $66,896,259
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,635,797,083 | 42.8% |
| Equity - Exchange | $2,106,723,543 | 24.8% |
| Cash | $1,002,392,654 | 11.8% |
| Private Funds | $1,749,939,717 | 20.6% |
| Total | $8,494,852,997 | 100.0% |