L
CRD: 332481
Lift Asset Management
Englewood, CO, 80112
7206671595
$35.4M Total AUM
$35.4M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2024
- Office Locations
- 1
Office Locations
13000 E Control Tower Road Suite B Englewood CO
About Lift Asset Management
Lift Asset Management is a Englewood-based RIA. The firm has been operating for 1 years. Managing $35.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Business Succession, Insurance.
Team overview
65 AVG AGE
$17.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Crest Delta
Investment Themes
Timber Insight beacon Wave
Investment Vehicles
Oak timber
Services
Capital Eagle North Alpha Unison
Owner & Executives
Robert Anthony Spicer Jr
Chief Compliance Officer, Managing Member
- CRD
- #2180061
- Ownership
- 75% or more
(344) 343-4870
alpha.element@peakcapital.com
in linkedin.com/in/summit-signal
Showing 1 of 1 owners & executives
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B
Benjamin David Spicer
--
- CRD
- #8126942
(807) 966-6643
focus.alpha@wavecapital.com
in linkedin.com/in/atlas-vector
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,376,651 | $1,401,620 |
| Non-Discretionary | $0 | -- |
| Total | $35,376,651 | $1,401,620 |
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Separately Managed Accounts
Total SMA Asset: $35,376,651
Equity - Exchange:
6.6% Public Funds:
18.7% Cash:
21.2% Municipal Bonds:
20.8% Corporate - Investment Grade:
9.1% U.S. Government/Agency:
23.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $197,853,575 | 6.6% |
| Public Funds | $560,585,130 | 18.7% |
| Cash | $635,529,666 | 21.2% |
| Municipal Bonds | $623,538,540 | 20.8% |
| Corporate - Investment Grade | $272,798,111 | 9.1% |
| U.S. Government/Agency | $707,476,420 | 23.6% |
| Total | $2,997,781,442 | 100.0% |