J
CRD: 127727
Jonathan P.lundmark, CPA,CFP
Tyler, TX, 75707
9035611040
$2.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2003
- Office Locations
- 1
Office Locations
5405 Troup Highway Suite 201 Tyler TX
About Jonathan P.lundmark, CPA,CFP
Jonathan P.lundmark, CPA,CFP is a Tyler-based RIA. The firm has been operating for 22 years. Managing $2.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$219.7K AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Radial Signal alpha Wave Oak Beacon value Radial crest
Client Personas
Glacier
Investment Themes
Glacier element Crest unison
Investment Vehicles
Quantum wave Zenith
Services
Timber capital Bridge momentum Momentum Vector Fusion ember Foundation Insight glacier
Owner & Executives
J
JONATHAN PAUL LUNDMARK
--
- CRD
- --
- Ownership
- 75% or more
(423) 592-5170
pioneer.quantum@insightcapital.com
in linkedin.com/in/horizon-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,855,897 | -- |
| Total | $2,855,897 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,855,897
Public Funds:
60.3% Cash:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,420,199,331 | 60.3% |
| Cash | $2,251,773,026 | 39.7% |
| Total | $5,671,972,357 | 100.0% |