K
CRD: 319206
KRM Advisory Services
Vista, CA
4802030279
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Gwfs Equities · John Hancock
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-2022
- Office Locations
- 1
Office Locations
-- Vista CA
About KRM Advisory Services
KRM Advisory Services is a Vista-based RIA. The firm has been operating for 4 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Gwfs Equities. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$223.3K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Focus harbor Delta element
Investment Themes
Matrix ridge Vertex legacy Peak legacy
Investment Vehicles
Eagle focus
Services
Optima Delta Legacy Catalyst Beacon insight Pioneer
Owner & Executives
K
Kevin McAtamney
Chief Compliance Officer, Managing Member
- CRD
- #6396283
- Ownership
- 75% or more
(344) 489-8265
momentum.vertex@harborcapital.com
in linkedin.com/in/focus-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,233,419 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,233,419 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,233,419
Public Funds:
16.5% Equity - Exchange:
28.5% Cash:
55.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $390,740,083 | 16.5% |
| Equity - Exchange | $674,914,690 | 28.5% |
| Cash | $1,302,466,945 | 55.0% |
| Total | $2,368,121,718 | 100.0% |