M
$19.4M Total AUM
$19.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-23-2020
- Office Locations
- 1
Office Locations
-- Sherman Oaks CA
About Morse Group Investment Advisors
Morse Group Investment Advisors is an independent, owner-led RIA in Sherman Oaks, CA serving retail clients including entrepreneurs. The firm provides financial planning and portfolio management with an asset-allocation and risk-management lens, using ETFs, mutual funds, and U.S. government/agency bonds. Primary custody is at Charles Schwab.
Team overview
-- AVG AGE
$19.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Glacier Pioneer Zenith frontier Summit frontier Ridge radial
Client Personas
Vector frontier
Investment Themes
Radial Ember radial North ridge
Investment Vehicles
Ridge
Services
Glacier Beacon Frontier atlas
Owner & Executives
S
Steve James Weinstock
Chief Compliance Officer, Chief Executive Officer, Vice President
- CRD
- #7025684
- Ownership
- 75% or more
(624) 556-5679
pioneer.timber@vitalcapital.com
in linkedin.com/in/beacon-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,433,536 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,433,536 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,433,536
Public Funds:
39.6% U.S. Government/Agency:
14.2% Equity - Exchange:
23.1% Cash:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,984,711,456 | 39.6% |
| U.S. Government/Agency | $711,689,461 | 14.2% |
| Equity - Exchange | $1,157,748,349 | 23.1% |
| Cash | $1,157,748,350 | 23.1% |
| Total | $5,011,897,616 | 100.0% |