$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Equity Trust ยท ETC Brokerage
- Clients
- Retail
- Platforms
- Fusion value
- Established Date
- 11-07-2017
- Office Locations
- 2
Office Locations
2082 Business Center DR STE 225 Irvine CA
-- OAK Park CA
About Investamily, LLC
Investamily, LLC is an independent RIA registered in Illinois and California, led by founder Yi (Victor) Zeng, CFA. The firm provides financial and investment planning (retirement, tax concerns, life insurance) and portfolio management including asset allocation, risk profiling, and rebalancing. Its investment process blends global macro, fundamental, charting, modern portfolio theory, and quantitative analysis, with significant use of ETFs in managed accounts.
Team overview
36 AVG AGE
$2.6M AVG AUM / ADVISOR
$260.0K AVG AUM / CLIENT
5.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Optima frontier Foundation harbor Element capital Beacon focus Frontier bridge Capital delta
Client Personas
Vertex
Investment Themes
Timber Oak north Prime atlas
Investment Vehicles
Atlas
Services
Summit Momentum Element element Vector meridian Value glacier Horizon pioneer Wave pathway Unison element
Technology
North
Owner & Executives
Y
Yi Zeng
Chief Compliance Officer, Managing Member
- CRD
- #6866852
- Ownership
- 75% or more
(625) 526-3595
quantum.quantum@vitalcapital.com
in linkedin.com/in/momentum-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
L
Li Yu
--
- CRD
- #7730088
(327) 534-3990
ridge.momentum@signalcapital.com
in linkedin.com/in/insight-eagle
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,600,000
Equity - Exchange:
11.6% Cash:
17.8% Corporate - Non-Investment Grade:
15.2% Equity - OTC:
15.3% Municipal Bonds:
9.7% Corporate - Investment Grade:
20.9% U.S. Government/Agency:
9.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $751,316,020 | 11.6% |
| Cash | $1,152,881,479 | 17.8% |
| Corporate - Non-Investment Grade | $984,483,061 | 15.2% |
| Equity - OTC | $990,959,923 | 15.3% |
| Municipal Bonds | $628,255,637 | 9.7% |
| Corporate - Investment Grade | $1,353,664,208 | 20.9% |
| U.S. Government/Agency | $615,301,913 | 9.5% |
| Total | $6,476,862,241 | 100.0% |