J
$40.7M Total AUM
$37.5M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-17-1994
- Office Locations
- 1
Office Locations
-- Napa CA
About John H. Liles, CFP
John H. Liles, CFP is a Napa-based RIA. The firm has been operating for 32 years. Managing $40.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$40.7M AVG AUM / ADVISOR
$573.0K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JOHN HARMON LILES
Financial Advisor, Owner
- CRD
- #1824552
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,472,397 | -- |
| Non-Discretionary | $3,212,530 | -- |
| Total | $40,684,927 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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