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Neale Financial, LLC

Neale Financial, LLC. CRD 153787

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CRD: 153787

Neale Financial, LLC

Mount Pleasant, SC
7045749038
www.nealefinancial.com
$46.6M Total AUM
$46.6M Disc. AUM
-- 3Y CAGR
1 Employees
166 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Nationwide
Clients
Retail and Institutional
Platforms
--
Established Date
06-07-2010
Office Locations
1

Office Locations

-- Mount Pleasant SC

About Neale Financial, LLC

Neale Financial, LLC is a boutique investment advisory firm focused on personal financial planning and portfolio management, with guidance across investing, retirement, insurance, estate planning, and wealth preservation. The firm emphasizes client education via newsletters, calculators, and research reports, and builds diversified allocations that can include public funds, ETFs, and U.S. government/agency bonds, with custody through Charles Schwab.

Team overview

48 AVG AGE
$46.6M AVG AUM / ADVISOR
$280.9K AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

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Investment Vehicles

Crest quantum

Services

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Owner & Executives

W

WIRT THOMAS NEALE JR

Agent, Managing Member

CRD
#3158889
Ownership
75% or more
(757) 564-9440
vector.value@atlascapital.com
in linkedin.com/in/oak-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $46,621,273 --
Non-Discretionary $0 --
Total $46,621,273 --

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Separately Managed Accounts

Total SMA Asset: $46,621,273

$46.6M Total SMA
Public Funds:
25.3%
U.S. Government/Agency:
19.4%
Equity - Exchange:
23.1%
Cash:
24.8%
Corporate - Investment Grade:
7.4%
Asset class Assets Assets %
Public Funds $1,704,080,136 25.3%
U.S. Government/Agency $1,306,685,954 19.4%
Equity - Exchange $1,555,899,255 23.1%
Cash $1,670,402,663 24.8%
Corporate - Investment Grade $498,426,602 7.4%
Total $6,735,494,610 100.0%

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