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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CrestVertex
- Established Date
- 05-18-2021
- Office Locations
- 1
Office Locations
About Open Door Financial Advisors
Open Door Financial Advisors is a CFP-led RIA serving families and professionals with subscription-based, holistic planning and optional full-service investment management. The firm provides ongoing guidance with no investment minimums and a flat monthly fee, supporting goals across savings, retirement, and major life changes. Portfolios are allocation-driven using mutual funds/ETFs; custody includes Charles Schwab.
Team overview
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Asset Classes
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
JOHNATHAN DEREK FINLEY
Chief Compliance Officer, Financial Advisor, FOUNDER, Owner
- CRD
- #5488076
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,367,464 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,367,464 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,367,464
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $353,755,053 | 27.9% |
| Cash | $234,568,763 | 18.5% |
| Corporate - Investment Grade | $443,778,740 | 35.0% |
| Equity - Exchange | $235,836,701 | 18.6% |
| Total | $1,267,939,257 | 100.0% |