M
CRD: 151436
Myers, Walter L
Wimauma, FL
8136527024
$3.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-2010
- Office Locations
- 1
Office Locations
-- Wimauma FL
About Myers, Walter L
Myers, Walter L is a Wimauma-based RIA. The firm has been operating for 16 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$128.0K AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Investment Themes
Unison
Investment Vehicles
Horizon
Services
Glacier fusion Timber
Owner & Executives
WALTER LOVING MYERS
--
- CRD
- #344257
- Ownership
- 75% or more
(906) 733-1861
vector.north@embercapital.com
in linkedin.com/in/summit-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,328,373 | -- |
| Total | $3,328,373 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,328,373
Equity - Exchange:
15.6% Cash:
19.2% Equity - OTC:
34.5% Derivatives:
30.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,231,961,106 | 15.6% |
| Cash | $1,516,259,823 | 19.2% |
| Equity - OTC | $2,724,529,369 | 34.5% |
| Derivatives | $2,424,436,279 | 30.7% |
| Total | $7,897,186,577 | 100.0% |