$6.6K Total AUM
$6.6K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-30-2024
- Office Locations
- 1
Office Locations
-- Sammamish WA
About Onward Financial Advising LLC
Onward Financial Advising is a fee-only, fiduciary RIA led by CFP® Brian Blakeman in Sammamish, WA, serving clients nationwide via virtual meetings. The firm provides project/hourly and ongoing financial planning, retirement plan optimization, second-opinion guidance for DIY investors, and discretionary investment management with customized portfolio strategies. Primary custodian: Charles Schwab.
Team overview
-- AVG AGE
$6.6K AVG AUM / ADVISOR
$1.3K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Brian Raymond Blakeman
Chief Compliance Officer, FOUNDER
- CRD
- #7565137
- Ownership
- 75% or more
Available
Available
Available
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 | $6,570 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,570 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing