$63.4M Total AUM
$63.4M Disc. AUM
-- 3Y CAGR
1 Employees
79 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Vertex frontier
- Established Date
- 10-21-2008
- Office Locations
- 1
Office Locations
4944 Windplay Drive, Suite 113 EL Dorado Hills CA
About Joiner Financial, LLC
Joiner Financial, LLC is a California RIA focused on investment planning and financial planning for retail clients, helping align short- and long-term goals through asset-allocation driven portfolio construction. Client portfolios are implemented primarily with ETFs and other public funds, with Charles Schwab as a key custodian.
Team overview
46 AVG AGE
$63.4M AVG AUM / ADVISOR
$803.2K AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Vital legacy
Custodian
Harbor Legacy
Investment Themes
Beacon
Investment Vehicles
Insight
Services
Catalyst Meridian ember Value pathway Insight Radial Capital wave
Technology
Meridian capital
Owner & Executives
DAVID LAWRENCE JOINER
Chief Compliance Officer, Investment Advisor, Managing Member, PRINCIPAL
- CRD
- #4520591
- Ownership
- 75% or more
(884) 799-6871
oak.capital@quantumcapital.com
in linkedin.com/in/summit-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,449,607 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,449,607 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,449,607
Equity - Exchange:
30.3% Public Funds:
36.6% Cash:
33.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,648,156,936 | 30.3% |
| Public Funds | $3,198,763,824 | 36.6% |
| Cash | $2,892,871,108 | 33.1% |
| Total | $8,739,791,868 | 100.0% |