$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-12-2021
- Office Locations
- 1
Office Locations
-- Grace ID
About Medina Financial, LLC
Medina Financial, LLC is an independent RIA based in Grace, Idaho, providing financial planning alongside asset management, tax planning, and insurance guidance for retail investors. Portfolios emphasize active allocation using ETFs and mutual funds, with risk management across themes like fixed income, real estate, and infrastructure. Custody includes Fidelity/NFS and Interactive Brokers.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$241.7K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
Esau Medina
Assistant Vice President, Chief Compliance Officer, President
- CRD
- #7087176
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,449,910 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,449,910 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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