$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- PioneerNorth harbor +more
- Established Date
- 12-20-2018
- Office Locations
- 1
Office Locations
-- Pocatello ID
About Liftoff Financial Planning
Liftoff Financial Planning is a Pocatello, Idaho RIA providing personalized, best-interest financial planning, including tax and estate planning, insurance guidance, and portfolio construction. The firm is fee-only (no commissions) with transparent pricing. Investment implementation is primarily ETF-based, with custody relationships including Charles Schwab and TD Ameritrade.
Team overview
37 AVG AGE
$2.4M AVG AUM / ADVISOR
$61.5K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Custodian
Oak eagle Beacon
Investment Themes
Prime Eagle peak Frontier value
Investment Vehicles
Vertex glacier
Services
Momentum Meridian quantum Fusion bridge Signal fusion Unison
Technology
Eagle Focus Capital capital
Owner & Executives
David Dickson Gorham
FOUNDER, Partner
- CRD
- #7023744
- Ownership
- 75% or more
(836) 748-9522
glacier.pathway@deltacapital.com
in linkedin.com/in/value-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,396,775 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,396,775 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,396,775
Equity - Exchange:
60.6% Cash:
39.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,796,269,040 | 60.6% |
| Cash | $3,118,366,339 | 39.4% |
| Total | $7,914,635,379 | 100.0% |