M
$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2024
- Office Locations
- 1
Office Locations
-- Allen TX
About Money Calculus LLC
Money Calculus LLC is a retail-focused RIA in Allen, Texas providing financial planning and investment management, including tax planning, estate planning, insurance services, and portfolio construction/risk management. Portfolios are primarily implemented with public funds and U.S. government/agency bonds, and are custodied at Charles Schwab. Founded in 2024 and led by Lawrence Seungbum Chin.
Team overview
-- AVG AGE
$21.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Vital focus Focus capital Horizon harbor Optima
Investment Themes
Pioneer fusion Beacon
Investment Vehicles
Ridge unison
Services
Bridge Crest Element oak Vector Quantum Crest
Owner & Executives
L
LAWRENCE SEUNGBUM CHIN
Chief Compliance Officer, Managing Member, President
- CRD
- #2779490
- Ownership
- 75% or more
(910) 750-7922
harbor.pioneer@focuscapital.com
in linkedin.com/in/harbor-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,855,682 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,855,682 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,855,682
Public Funds:
50.2% U.S. Government/Agency:
49.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,140,729,456 | 50.2% |
| U.S. Government/Agency | $3,115,703,724 | 49.8% |
| Total | $6,256,433,180 | 100.0% |