O
$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-15-2018
- Office Locations
- 1
Office Locations
-- Haddonfield NJ
About Onroute Financial
ONROUTE FINANCIAL is an owner-led retail RIA based in Haddonfield, NJ (est. 2018). The firm provides financial planning alongside investment planning, portfolio construction, and asset-allocation/risk-management guidance, with services that can include tax, estate, insurance, and business-succession planning. Client portfolios are custodied at Charles Schwab and are primarily implemented using public funds (including mutual funds).
Team overview
33 AVG AGE
$4.4M AVG AUM / ADVISOR
$258.4K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Custodian
Prime quantum
Investment Themes
Zenith Ember catalyst
Investment Vehicles
Glacier
Services
Peak Pathway pathway Catalyst Vector Matrix Unison beacon Timber optima
Owner & Executives
K
KRISTINA MICHELLE RUNZER
Owner
- CRD
- #6117154
- Ownership
- 75% or more
(607) 240-6060
horizon.summit@eaglecapital.com
in linkedin.com/in/focus-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,392,699 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,392,699 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,392,699
Public Funds:
64.8% Cash:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,967,435,313 | 64.8% |
| Cash | $1,611,940,170 | 35.2% |
| Total | $4,579,375,483 | 100.0% |