N
CRD: 136309
NO-Load Asset Management
Carmel, CA
8316266103
$66.8M Total AUM
$66.8M Disc. AUM
-- 3Y CAGR
3 Employees
92 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-18-1997
- Office Locations
- 1
Office Locations
26524 Fisher Drive Carmel CA
About NO-Load Asset Management
NO-Load Asset Management is a Carmel-based RIA. The firm has been operating for 28 years. Managing $66.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$66.8M AVG AUM / ADVISOR
$725.7K AVG AUM / CLIENT
10.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Open the full profile to inspect shifts in pioneer vector.
Request access to benchmark trends tied to crest.
Request access to benchmark trends tied to insight unison.
See the complete signal summary connected to bridge atlas.
See the complete signal summary connected to capital prime.
Upgrade to reveal position-level detail across legacy insight.
Request access to benchmark trends tied to momentum fusion.
See the complete signal summary connected to matrix.
Asset Classes
Unison glacier Meridian catalyst
Investment Themes
Frontier ridge Optima
Investment Vehicles
Vital
Services
Matrix signal Vital timber Vital focus Momentum Beacon Eagle Glacier crest
Owner & Executives
M
MATTHEW COCHRANE KING
President
- CRD
- #1551276
- Ownership
- 75% or more
(265) 680-8505
matrix.vector@catalystcapital.com
in linkedin.com/in/unison-focus
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,766,132 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,766,132 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $66,766,132
Equity - Exchange:
29.2% Public Funds:
24.2% Cash:
17.4% Equity - OTC:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $422,122,566 | 29.2% |
| Public Funds | $349,841,305 | 24.2% |
| Cash | $251,538,789 | 17.4% |
| Equity - OTC | $422,122,567 | 29.2% |
| Total | $1,445,625,227 | 100.0% |