$36.8M Total AUM
$36.8M Disc. AUM
-- 3Y CAGR
2 Employees
100 ADV. Clients
29 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- WaveFocus +more
- Established Date
- 08-08-1996
- Office Locations
- 2
Office Locations
-- Austin TX
-- Pflugerville TX
About Open Door Investment Advisors, Inc.
Open Door Investment Advisors, Inc. is a retail RIA providing discretionary investment management through separately managed accounts. Based on its reported SMA allocation, portfolios are primarily implemented with equity ETFs alongside cash. The firm is associated with SEI as a custodian, making it a potentially ETF- and SMA-oriented partner for distribution teams.
Team overview
-- AVG AGE
$18.4M AVG AUM / ADVISOR
$368.0K AVG AUM / CLIENT
14.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Capital meridian Timber eagle Zenith
Client Personas
Frontier alpha
Custodian
Alpha
Investment Themes
Bridge Horizon meridian Peak alpha
Investment Vehicles
Frontier Meridian
Services
Bridge north Unison Focus Timber Vertex insight Eagle Bridge fusion Timber
Technology
Meridian Vector Element element
Owner & Executives
JOSEPH JOHN ALOTTA
Advisor, PRINCIPAL
- CRD
- #1928783
- Ownership
- 75% or more
(548) 939-8525
catalyst.glacier@bridgecapital.com
in linkedin.com/in/radial-foundation
Showing 1 of 1 owners & executives
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L
Lei Duan
--
- CRD
- #8015128
(477) 637-3054
unison.element@frontiercapital.com
in linkedin.com/in/summit-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,800,000
Equity - Exchange:
29.9% Cash:
70.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,403,827,511 | 29.9% |
| Cash | $5,635,729,381 | 70.1% |
| Total | $8,039,556,892 | 100.0% |