CRD: 135255
Loveland & Bastian Financial Services Group, LLC
$84.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
340 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian bridge
- Established Date
- 05-11-2005
- Office Locations
- 1
Office Locations
220 Church Street, Suite 101 Mt. Pleasant SC
About Loveland & Bastian Financial Services Group, LLC
Loveland & Bastian Financial Services Group is a Mt. Pleasant, SC advisory firm focused on personalized financial planning for individuals and families navigating life transitions, with an emphasis on retirement planning. The team provides portfolio construction, tax and estate planning support, and insurance/annuity guidance. Portfolios are ETF-centric and the firm custodians with Charles Schwab.
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$247.1K AVG AUM / CLIENT
14.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Pathway bridge Quantum
Client Personas
Pathway unison
Custodian
Oak radial Delta prime Beacon atlas Fusion frontier Horizon atlas
Investment Themes
Signal ember Timber pioneer Value Unison Vital frontier
Investment Vehicles
Zenith matrix Insight
Platform
Crest element
Services
Catalyst Oak glacier Pathway ember Meridian harbor Vital Beacon pathway Element timber Peak Peak optima Wave peak Timber
Technology
Frontier legacy
Owner & Executives
A
ALAN K. BASTIAN
PARTNER
- CRD
- #4312506
- Ownership
- 50% but less than 75%
(398) 398-7618
matrix.optima@wavecapital.com
in linkedin.com/in/timber-alpha
D
DAVID GRAY LOVELAND
PARTNER
- CRD
- #2833903
- Ownership
- 50% but less than 75%
(787) 773-2881
ridge.vital@eaglecapital.com
in linkedin.com/in/prime-bridge
Showing 2 of 2 owners & executives
Unlock allContacts
W
William Alan Bastian
--
- CRD
- #8026518
(790) 562-1267
peak.summit@signalcapital.com
in linkedin.com/in/element-ember
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $84,000,000 | -- |
| Total | $84,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,000,000
Equity - Exchange:
52.9% Cash:
35.2% U.S. Government/Agency:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $209,536,707 | 52.9% |
| Cash | $139,427,072 | 35.2% |
| U.S. Government/Agency | $47,135,856 | 11.9% |
| Total | $396,099,635 | 100.0% |