$78.2M Total AUM
$78.2M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
931 Hartz WAY, Ste. 120 Danville CA
About Jersin Financial Services
Jersin Financial Services is a Danville-based RIA. The firm has been operating for 22 years. Managing $78.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
-- AVG AGE
$78.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
See the complete signal summary connected to oak.
Request access to benchmark trends tied to delta.
Premium access reveals conviction themes in wave fusion.
Unlock to see real insight on timber vertex north.
Premium access reveals conviction themes in oak element legacy.
Open the full profile to inspect shifts in element insight.
Premium access reveals conviction themes in meridian unison.
Unlock to see real insight on prime focus.
Asset Classes
Meridian wave
Client Personas
Glacier
Custodian
Legacy Matrix foundation
Investment Themes
Fusion
Investment Vehicles
Harbor Optima frontier
Services
Insight Delta catalyst Foundation Horizon Eagle value Harbor vertex Ridge element Eagle bridge Peak capital North timber
Owner & Executives
ROBERT ANTHONY JERSIN
Owner, President
- CRD
- #2780415
- Ownership
- 75% or more
(797) 268-2403
insight.glacier@legacycapital.com
in linkedin.com/in/ember-radial
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $78,200,000
Equity - Exchange:
12.3% Cash:
29.2% U.S. Government/Agency:
33.2% Corporate - Investment Grade:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $869,457,533 | 12.3% |
| Cash | $2,064,078,046 | 29.2% |
| U.S. Government/Agency | $2,346,828,464 | 33.2% |
| Corporate - Investment Grade | $1,788,396,390 | 25.3% |
| Total | $7,068,760,433 | 100.0% |