$27.9M Total AUM
$27.9M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Crest ridge
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
-- Glen Ellyn IL
About North Forty Investment Advisors LLC
North Forty Two (North Forty Investment Advisors LLC) is a Glen Ellyn, IL RIA providing fiduciary financial, tax and estate planning plus portfolio management for retail clients. The practice emphasizes asset-allocation portfolios implemented primarily with ETFs (Schwab custody) and offers a boutique, founder-led relationship.
Team overview
-- AVG AGE
$27.9M AVG AUM / ADVISOR
$714.6K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Vital Ember Quantum Crest Optima alpha
Client Personas
Summit
Custodian
Legacy Optima Vector Fusion
Investment Themes
Vector zenith
Investment Vehicles
Legacy Timber meridian
Platform
Beacon
Services
North alpha Harbor Quantum bridge Meridian focus Capital Quantum
Technology
Pioneer horizon
Owner & Executives
J
JEFFREY CHARLES ROBERTS
Chief Compliance Officer, Director, Managing Member
- CRD
- #4331461
- Ownership
- 75% or more
(641) 724-8382
pioneer.pathway@quantumcapital.com
in linkedin.com/in/horizon-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,869,188 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,869,188 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,869,188
Equity - Exchange:
20.9% Cash:
41.3% Corporate - Investment Grade:
37.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,710,836,026 | 20.9% |
| Cash | $3,380,742,960 | 41.3% |
| Corporate - Investment Grade | $3,094,239,320 | 37.8% |
| Total | $8,185,818,306 | 100.0% |