$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2020
- Office Locations
- 1
Office Locations
-- Waldoboro ME
About Letteney Financial Advisory, LLC
Letteney Financial Advisory is a boutique, retail-focused RIA in Waldoboro, Maine providing comprehensive financial planning and investment management with a highly personalized, relationship-driven approach. The firm builds portfolios primarily using ETFs and also supports insurance needs and portfolio construction, with an emphasis that includes socially responsible investing. Custodied at Schwab.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$25.4K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Investment Themes
Quantum ridge
Investment Vehicles
Momentum frontier
Services
Meridian Vector Bridge Focus crest
Owner & Executives
J
JAMES R. LETTENEY
Chief Executive Officer, Senior Manager
- CRD
- #6264938
- Ownership
- 75% or more
(691) 673-4786
peak.zenith@vertexcapital.com
in linkedin.com/in/delta-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,285,283 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,285,283 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,285,283
Equity - Exchange:
65.9% Cash:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,347,430,408 | 65.9% |
| Cash | $1,732,130,151 | 34.1% |
| Total | $5,079,560,559 | 100.0% |