$8.7M Total AUM
$8.7M Disc. AUM
-- 3Y CAGR
1 Employees
122 ADV. Clients
9 yrs Firm Age
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- Custodian
- Betterment · Citibank · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Optima quantumVertex +more
- Established Date
- 09-26-2016
- Office Locations
- 1
Office Locations
-- Ventura CA
About Maranantha Financial
Maranantha Financial is a Ventura, CA fiduciary practice led by Michael Allen Anderson, working directly with clients through thoughtful, practical financial planning and investment guidance. Portfolios emphasize ETFs alongside diversified fixed income and cash, with active asset allocation and risk management. Custody includes Betterment Securities.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$71.1K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vertex matrix
Custodian
Eagle
Investment Themes
Signal Beacon oak Quantum radial
Investment Vehicles
Focus north
Services
Atlas Oak timber Optima legacy Pathway Beacon Fusion Meridian
Technology
Bridge atlas Delta Catalyst pathway
Owner & Executives
MICHAEL ALLEN ANDERSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #5407770
- Ownership
- 75% or more
(711) 829-6664
oak.horizon@summitcapital.com
in linkedin.com/in/atlas-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,673,031 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,673,031 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,673,031
Equity - Exchange:
23.1% Cash:
19.2% Corporate - Investment Grade:
5.0% U.S. Government/Agency:
15.9% Corporate - Non-Investment Grade:
19.2% Municipal Bonds:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,112,218,613 | 23.1% |
| Cash | $924,441,444 | 19.2% |
| Corporate - Investment Grade | $240,739,959 | 5.0% |
| U.S. Government/Agency | $765,553,071 | 15.9% |
| Corporate - Non-Investment Grade | $924,441,444 | 19.2% |
| Municipal Bonds | $847,404,658 | 17.6% |
| Total | $4,814,799,189 | 100.0% |