J
CRD: 113127
JIM Mckeever
Huntington Beach, CA
7142749751
$87.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
99 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-2005
- Office Locations
- 1
Office Locations
-- Huntington Beach CA
About JIM Mckeever
JIM Mckeever is a Huntington Beach-based RIA. The firm has been operating for 21 years. Managing $87.9M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$87.9M AVG AUM / ADVISOR
$887.6K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Catalyst
Client Personas
Ember Ridge
Investment Themes
Alpha Foundation
Investment Vehicles
Insight
Services
Crest Capital pathway Foundation unison Legacy ember Glacier north
Owner & Executives
J
JAMES LOUIS MCKEEVER
Advisor, FINANCIAL ADVISER
- CRD
- #2793792
- Ownership
- 75% or more
(302) 394-8659
bridge.radial@glaciercapital.com
in linkedin.com/in/peak-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $87,874,000 | -- |
| Total | $87,874,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,874,000
Public Funds:
39.1% Equity - Exchange:
43.2% Cash:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,748,447,857 | 39.1% |
| Equity - Exchange | $1,931,788,936 | 43.2% |
| Cash | $791,496,856 | 17.7% |
| Total | $4,471,733,649 | 100.0% |