M
CRD: 285365
Minorkey Management
Corona DEL MAR, CA
9495900379
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2016
- Office Locations
- 1
Office Locations
-- Corona DEL MAR CA
About Minorkey Management
Minorkey Management is a Corona DEL MAR-based RIA. The firm has been operating for 9 years. Managing $3.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Merrill Lynch. Services offered include Asset Management.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
See the complete signal summary connected to zenith crest.
Premium access reveals conviction themes in pioneer summit.
Premium access reveals conviction themes in harbor summit value.
Full visibility includes strategy notes for capital vector wave.
Request access to benchmark trends tied to signal.
Request access to benchmark trends tied to insight vital.
Request access to benchmark trends tied to bridge.
Unlock to compare peer behavior around frontier ridge.
Accredited Investors
Quantum meridian
Client Personas
Zenith eagle
Investment Themes
Quantum
Investment Vehicles
Focus
Services
Catalyst
Owner & Executives
J
JASON MAO ZHAO
Chief Compliance Officer, Managing Member
- CRD
- #2895933
- Ownership
- 75% or more
(547) 842-4515
horizon.delta@quantumcapital.com
in linkedin.com/in/catalyst-summit
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 | $3,762,172 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,762,172 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,762,172
Equity - Exchange:
81.6% Cash:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,607,848,446 | 81.6% |
| Cash | $1,039,024,649 | 18.4% |
| Total | $5,646,873,095 | 100.0% |