CRD: 309985
Onboard Financial Management, LLC
$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- TimberMeridian
- Established Date
- 09-29-2020
- Office Locations
- 1
Office Locations
-- Charlestown MA
About Onboard Financial Management, LLC
Onboard Financial Management, LLC is an independent, fiduciary financial planning and investment planning practice led by a CFP® with more than two decades of experience. The firm provides personal counsel on areas like tax, estate/legacy, insurance and charitable planning, with an emphasis on thoughtful asset allocation and risk management. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$211.0K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Timber Insight Crest
Custodian
Capital Pathway
Investment Themes
Value momentum Glacier
Investment Vehicles
Bridge bridge
Services
Capital capital Horizon Bridge Delta Frontier Peak wave Frontier vector
Technology
Unison Beacon
Owner & Executives
S
SEAN MICHAEL MCDONOUGH
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, PRINCIPAL
- CRD
- #2737081
- Ownership
- 75% or more
(898) 471-3603
capital.element@deltacapital.com
in linkedin.com/in/beacon-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,852,512 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,852,512 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,852,512
Equity - OTC:
8.8% Cash:
16.8% Corporate - Investment Grade:
30.4% U.S. Government/Agency:
33.1% Equity - Exchange:
10.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $400,513,892 | 8.8% |
| Cash | $764,617,431 | 16.8% |
| Corporate - Investment Grade | $1,383,593,446 | 30.4% |
| U.S. Government/Agency | $1,506,478,390 | 33.1% |
| Equity - Exchange | $496,091,071 | 10.9% |
| Total | $4,551,294,230 | 100.0% |