$6.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
87 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital beaconFoundation prime
- Established Date
- 10-01-2024
- Office Locations
- 3
Office Locations
1125 Sanctuary Parkway Suite 120 Alpharetta GA
7390 Hickman RD Windsor Heights IA
-- Houston TX
About Latitude Investment Group
Leverage Financial Group positions itself as an “IMO for IMOs,” using its industry network and relationships to deliver customized solutions and access to exclusive products for other IMOs. The firm emphasizes partnership-oriented support aimed at helping distribution organizations solve specific business objectives and generate immediate value.
Team overview
58 AVG AGE
$2.1M AVG AUM / ADVISOR
$72.8K AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ember signal
Client Personas
Eagle
Custodian
Value beacon Horizon frontier Delta Meridian legacy Momentum Zenith
Services
Momentum crest Momentum Matrix alpha Glacier Vertex
Technology
Optima fusion Prime beacon
Owner & Executives
J
JAMIE GENAE AUSTIN
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
(753) 888-7529
summit.capital@vitalcapital.com
in linkedin.com/in/eagle-element
J
JOSHUA ADAM GETTLER
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
(648) 912-2924
summit.meridian@alphacapital.com
in linkedin.com/in/beacon-vertex
F
Focus harbor
Vertex ridge focus
- CRD
- #24807
- Ownership
- 40.7%
(365) 274-5334
matrix.timber@beaconcapital.com
in linkedin.com/in/alpha-atlas
Showing 2 of 7 owners & executives
Unlock allContacts
T
TIMOTHY GERARD HERMESCH
--
- CRD
- #1732361
(476) 910-2507
vertex.beacon@pioneercapital.com
in linkedin.com/in/quantum-atlas
S
Sean Randolph Stevens
--
- CRD
- #2426602
(903) 349-7313
vector.pathway@embercapital.com
in linkedin.com/in/optima-horizon
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,330,849 | -- |
| Total | $6,330,849 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,330,849
Public Funds:
17.1% Equity - Exchange:
39.0% Cash:
43.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $55,368,809 | 17.1% |
| Equity - Exchange | $126,279,740 | 39.0% |
| Cash | $142,145,656 | 43.9% |
| Total | $323,794,205 | 100.0% |