$43.0M Total AUM
$43.0M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial horizonCapital
- Established Date
- 09-30-2019
- Office Locations
- 1
Office Locations
14205 SE 36th Street Suite 100 Bellevue WA
About Next Steps Advisors, Inc.
The Society of Certified Senior Advisors (SCSA) is an education and certification organization for professionals who work with older adults. It offers the multidisciplinary Working with Older Adults course in online, virtual, and in-person formats, and awards the Certified Senior Advisor (CSA) credential to validate expertise in serving seniors. SCSA also publishes ongoing blog content across health, money, lifestyle, and technology topics relevant to aging.
Team overview
59 AVG AGE
$43.0M AVG AUM / ADVISOR
$914.9K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Delta Peak quantum
Custodian
Focus vector Meridian foundation
Services
Ember Atlas Radial
Technology
Crest Unison foundation
Owner & Executives
MICHAEL LUDWIG KAPPES
President
- CRD
- #1632350
- Ownership
- 75% or more
(234) 706-7447
vital.unison@deltacapital.com
in linkedin.com/in/unison-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,000,000
Equity - Exchange:
41.9% Cash:
58.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,526,000,194 | 41.9% |
| Cash | $4,889,274,731 | 58.1% |
| Total | $8,415,274,925 | 100.0% |