K
$106.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 06-15-2004
- Office Locations
- 1
Office Locations
-- Seattle WA
About Kyarsip Financial Advisors LLC
Kyarsip Financial Advisors LLC is a Seattle-based RIA serving retail investors with financial planning and portfolio management, including tax, estate, and retirement planning guidance and insurance planning. Its managed portfolios skew heavily to ETFs and other public funds with meaningful cash allocations. Custody relationships include Schwab and Fidelity.
Team overview
-- AVG AGE
$106.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Atlas oak Frontier
Custodian
Legacy focus
Investment Themes
Prime matrix
Investment Vehicles
North vital
Services
Vital fusion Matrix Vector foundation
Technology
Vital alpha
Owner & Executives
G
GELEG WANGCHEN KYARSIP
Financial Advisor, General Partner, Manager
- CRD
- #1408007
- Ownership
- 75% or more
(459) 948-8017
signal.peak@pathwaycapital.com
in linkedin.com/in/unison-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $106,007,027 | -- |
| Total | $106,007,027 | -- |
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Separately Managed Accounts
Total SMA Asset: $106,007,027
Equity - Exchange:
25.4% Cash:
32.8% Public Funds:
41.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,285,598,505 | 25.4% |
| Cash | $2,951,481,534 | 32.8% |
| Public Funds | $3,761,339,272 | 41.8% |
| Total | $8,998,419,311 | 100.0% |