$2.9M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 07-03-2009
- Office Locations
- 1
Office Locations
-- Leesburg VA
About Magpie Consulting LLC
Magpie Consulting LLC is a Leesburg, VA–based RIA serving retail clients, with a focus on entrepreneurs. The firm provides financial planning, investment planning, insurance, and ongoing asset management, and its SMA allocations are primarily ETFs with a cash sleeve. Uses Altruist (and Truist Bank) custody and runs on HubSpot/WordPress.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Matrix insight
Client Personas
Capital
CRM
Horizon
Custodian
Meridian
Services
Glacier Legacy Catalyst Oak
Technology
Eagle delta
Owner & Executives
B
BRADLEY THOMAS PIESCO MR
--
- CRD
- #5633464
- Ownership
- 75% or more
(685) 487-9109
delta.peak@matrixcapital.com
in linkedin.com/in/catalyst-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,102,527 | -- |
| Non-Discretionary | $1,766,795 | -- |
| Total | $2,869,322 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,869,322
Equity - Exchange:
39.2% Cash:
60.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,103,053,625 | 39.2% |
| Cash | $3,261,879,091 | 60.8% |
| Total | $5,364,932,716 | 100.0% |