M
CRD: 148846
Megan Rouse Financial Planning
$46.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Deutsche Bank ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-2009
- Office Locations
- 1
Office Locations
-- Dublin CA
About Megan Rouse Financial Planning
Megan Rouse Financial Planning is a Dublin-based RIA. The firm has been operating for 17 years. Managing $46.4M in total assets under management, with 1 advisory representatives. They custody assets with Deutsche Bank and Morgan Stanley. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
52 AVG AGE
$46.4M AVG AUM / ADVISOR
$663.0K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Request access to benchmark trends tied to horizon.
Unlock to see real insight on harbor legacy matrix.
See the complete signal summary connected to oak.
Full visibility includes strategy notes for quantum wave.
Full visibility includes strategy notes for focus north.
See the complete signal summary connected to beacon.
Open the full profile to inspect shifts in vector alpha.
Upgrade to reveal position-level detail across beacon quantum.
Asset Classes
Crest
Custodian
Zenith
Investment Themes
Prime Prime
Investment Vehicles
Vertex
Services
Element harbor Ridge Vital Vector beacon Prime Vertex quantum
Owner & Executives
M
MEGAN CHAMPAGNE ROUSE
Certified Financial Planner
- CRD
- #4250283
- Ownership
- 75% or more
(907) 328-3511
matrix.eagle@oakcapital.com
in linkedin.com/in/bridge-wave
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 | $0 | -- |
| Non-Discretionary | $46,408,000 | -- |
| Total | $46,408,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $46,408,000
Public Funds:
30.8% Equity - Exchange:
17.6% Cash:
24.5% U.S. Government/Agency:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $620,992,147 | 30.8% |
| Equity - Exchange | $354,852,656 | 17.6% |
| Cash | $493,971,026 | 24.5% |
| U.S. Government/Agency | $546,392,442 | 27.1% |
| Total | $2,016,208,271 | 100.0% |