M
$15.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2014
- Office Locations
- 1
Office Locations
595 E. Colorado Boulevard Suite 504 Pasadena CA
About M3 Asset Management, Inc.
M3 Asset Management, Inc. is a Pasadena-based RIA. The firm has been operating for 12 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$750.0K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Legacy north Pathway Matrix beacon Catalyst
Investment Themes
Timber
Investment Vehicles
Crest Horizon
Services
Alpha legacy Harbor foundation Fusion Delta legacy
Owner & Executives
D
DAVID DAEJOON KIM
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative, Owner
- CRD
- #4351580
- Ownership
- 75% or more
(465) 881-7492
insight.wave@matrixcapital.com
in linkedin.com/in/fusion-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $733,313 |
| Non-Discretionary | $15,000,000 | $157,926 |
| Total | $15,000,000 | $320,867 |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
Equity - Exchange:
34.7% Cash:
24.4% Other:
40.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $241,538,925 | 34.7% |
| Cash | $169,842,933 | 24.4% |
| Other | $284,695,735 | 40.9% |
| Total | $696,077,593 | 100.0% |