$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- Catalyst waveQuantum +more
- Established Date
- 07-05-2019
- Office Locations
- 1
Office Locations
-- Durham NC
About Iseler Financial
Iseler Financial is a boutique RIA serving artists, creatives, and self-employed professionals with values-based investing and personalized financial planning to stabilize finances and build long-term security. The firm offers weekly “Office Hours” for informal second opinions and quick questions, and custodies client assets via Altruist.
Team overview
44 AVG AGE
$6.5M AVG AUM / ADVISOR
$140.4K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Meridian insight Beacon beacon Catalyst Harbor
Client Personas
Matrix
Custodian
Meridian wave
Investment Themes
Prime quantum Vector delta Pathway summit Capital focus Catalyst Value meridian Foundation harbor
Investment Vehicles
Value
Services
North Pathway optima North Summit Matrix radial Alpha glacier Frontier Alpha
Technology
Meridian pathway Bridge Focus radial Atlas pioneer Capital
Owner & Executives
Timothy Thomas Iseler
Advisor, Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #7140564
- Ownership
- 75% or more
(290) 901-5294
timber.insight@alphacapital.com
in linkedin.com/in/north-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,458,070 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,458,070 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,458,070
Equity - Exchange:
48.0% Cash:
52.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,415,424,757 | 48.0% |
| Cash | $3,700,043,486 | 52.0% |
| Total | $7,115,468,243 | 100.0% |