M
CRD: 311423
Moveup Financial LLC
Austin, TX
5124705862
$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2020
- Office Locations
- 1
Office Locations
-- Austin TX
About Moveup Financial LLC
Moveup Financial LLC is a Austin-based RIA. The firm has been operating for 5 years. Managing $4.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Timber crest Optima meridian Pioneer Ember quantum Beacon timber Foundation harbor
Client Personas
Radial ridge
Investment Themes
Ember unison Pioneer peak Capital harbor
Investment Vehicles
Legacy Focus
Services
Matrix Frontier atlas
Owner & Executives
J
JOSHUA JOHN KOCHER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4317327
- Ownership
- 75% or more
(267) 723-9013
value.harbor@matrixcapital.com
in linkedin.com/in/quantum-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,163,010 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,163,010 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,163,010
Equity - Exchange:
45.9% Cash:
54.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,110,771,839 | 45.9% |
| Cash | $4,845,158,094 | 54.1% |
| Total | $8,955,929,933 | 100.0% |