M
$5.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-2014
- Office Locations
- 1
Office Locations
-- Denver CO
About Moneyfull
Moneyfull is a Longmont-based RIA. The firm has been operating for 12 years. Managing $5.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$207.3K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Horizon Wave value
Client Personas
Oak Crest delta
Investment Themes
Vector Foundation quantum Matrix bridge
Investment Vehicles
Capital focus
Services
Ember Glacier Timber Horizon vector Momentum Focus crest
Owner & Executives
JUDY ADAMS MCHALE
Chief Compliance Officer, Financial Planner, Founder, Owner
- CRD
- #4987427
- Ownership
- 75% or more
(248) 580-7432
value.vital@glaciercapital.com
in linkedin.com/in/vertex-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,805,630 | -- |
| Total | $5,805,630 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,805,630
Equity - Exchange:
28.2% Cash:
71.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,844,294,070 | 28.2% |
| Cash | $4,695,755,822 | 71.8% |
| Total | $6,540,049,892 | 100.0% |