$201.0M Total AUM
$201.0M Disc. AUM
-- 3Y CAGR
2 Employees
324 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ember beacon
- Established Date
- 06-15-2010
- Office Locations
- 1
Office Locations
3020 OLD Ranch Parkway Suite 300 Seal Beach CA
About MY Portfolio Guide, LLC
My Portfolio Guide, LLC is an independent fiduciary RIA providing customized financial planning and discretionary investment management built around client goals and disciplined portfolio construction. Portfolios commonly use mutual funds and ETFs alongside fixed income and cash allocations. The firm emphasizes transparency and fee value over product sales, and can custody assets at Charles Schwab. Founded by Matthew V. Pixa.
Team overview
51 AVG AGE
$100.5M AVG AUM / ADVISOR
$620.3K AVG AUM / CLIENT
3.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
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Asset Classes
Glacier north Harbor radial
Client Personas
Signal Value focus
Custodian
Eagle Summit value Radial Peak timber
Investment Themes
Fusion summit Optima Matrix radial
Investment Vehicles
Ember
Services
Vector Peak Horizon Ridge Matrix capital Timber Pathway legacy Beacon Foundation signal Wave
Technology
Optima quantum
Owner & Executives
VLADIMIR MATTHEW PIXA
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2484827
- Ownership
- 75% or more
(514) 348-6796
atlas.matrix@valuecapital.com
in linkedin.com/in/insight-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jason Lee Clardy
--
- CRD
- #7800007
(287) 732-2174
peak.fusion@fusioncapital.com
in linkedin.com/in/peak-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,987,737 | $307,791 |
| Non-Discretionary | $0 | -- |
| Total | $200,987,737 | $307,791 |
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Separately Managed Accounts
Total SMA Asset: $200,987,737
Public Funds:
22.7% Equity - Exchange:
28.1% U.S. Government/Agency:
23.2% Cash:
15.9% Municipal Bonds:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,861,638,289 | 22.7% |
| Equity - Exchange | $2,304,494,974 | 28.1% |
| U.S. Government/Agency | $1,902,643,537 | 23.2% |
| Cash | $1,303,966,907 | 15.9% |
| Municipal Bonds | $828,306,023 | 10.1% |
| Total | $8,201,049,730 | 100.0% |