J
$19.7M Total AUM
$19.7M Disc. AUM
-- 3Y CAGR
0 Employees
113 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-2006
- Office Locations
- 1
Office Locations
401 Bonnaspring Drive Hermitage TN
About John A. Poole-Financial Advisor
John A. Poole-Financial Advisor is a Hermitage-based RIA. The firm has been operating for 19 years. Managing $19.7M in total assets under management, They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$174.6K AVG AUM / CLIENT
19.6 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Unison Signal delta
Investment Themes
Peak
Investment Vehicles
Momentum matrix
Services
Oak Legacy Alpha horizon North value Quantum Prime
Owner & Executives
J
JOHN ALFRED POOLE JR
Chief Compliance Officer, Owner
- CRD
- #1854267
- Ownership
- 75% or more
(566) 726-4113
signal.legacy@horizoncapital.com
in linkedin.com/in/unison-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,730,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,730,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,730,000
Equity - OTC:
49.0% Equity - Exchange:
51.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,306,279,307 | 49.0% |
| Equity - Exchange | $1,359,596,830 | 51.0% |
| Total | $2,665,876,137 | 100.0% |