J
CRD: 117200
John N. Carmody D.d.s. CFP, Inc.
Seattle, WA
2062418433
$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-1996
- Office Locations
- 1
Office Locations
-- Seattle WA
About John N. Carmody D.d.s. CFP, Inc.
John N. Carmody D.d.s. CFP, Inc. is a Seattle-based RIA. The firm has been operating for 30 years. Managing $28.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$28.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
30.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Focus Timber
Investment Themes
Atlas Foundation
Investment Vehicles
Matrix momentum
Services
Meridian Harbor Foundation Wave delta Legacy optima
Owner & Executives
J
JOHN N. CARMODY
Managing Director, President
- CRD
- #2691764
- Ownership
- 75% or more
(281) 410-4592
value.vertex@vectorcapital.com
in linkedin.com/in/optima-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,923,076 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,923,076 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,923,076
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,514,171,142 | 100.0% |
| Total | $2,514,171,142 | 100.0% |