M
CRD: 135753
Mark C. Huffman, CPA/RIA
SAN Diego, CA
6199800098
$117.0M Total AUM
$117.0M Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-23-1999
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Mark C. Huffman, CPA/RIA
Mark C. Huffman, CPA/RIA is a SAN Diego-based RIA. The firm has been operating for 26 years. Managing $117.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$117.0M AVG AUM / ADVISOR
$866.7K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Full visibility includes strategy notes for insight focus.
Full visibility includes strategy notes for vertex vector momentum.
Unlock to compare peer behavior around oak prime.
Request access to benchmark trends tied to optima vertex.
Unlock to see real insight on capital vector.
See the complete signal summary connected to bridge.
See the complete signal summary connected to glacier.
Request access to benchmark trends tied to element.
No keyword tags available.
Owner & Executives
M
MARK CARROLL HUFFMAN
CPA
- CRD
- #4990065
- Ownership
- 75% or more
(626) 922-9467
beacon.unison@harborcapital.com
in linkedin.com/in/value-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $117,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $117,000,000
Equity - Exchange:
14.8% U.S. Government/Agency:
11.1% Corporate - Investment Grade:
14.3% Cash:
27.5% Municipal Bonds:
32.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $105,849,633 | 14.8% |
| U.S. Government/Agency | $79,387,225 | 11.1% |
| Corporate - Investment Grade | $102,273,632 | 14.3% |
| Cash | $196,680,061 | 27.5% |
| Municipal Bonds | $231,009,670 | 32.3% |
| Total | $715,200,221 | 100.0% |