O
CRD: 321977
Organize, Protect & Grow Your Wealth, LLC
Batavia, IL, 60510
3125049745
$19.3M Total AUM
$19.3M Disc. AUM
-- 3Y CAGR
1 Employees
112 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-2022
- Office Locations
- 1
Office Locations
1s430 Wenmoth Road, Suite A Batavia IL
About Organize, Protect & Grow Your Wealth, LLC
Organize, Protect & Grow Your Wealth, LLC is a Batavia-based RIA. The firm has been operating for 4 years. Managing $19.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$19.3M AVG AUM / ADVISOR
$172.7K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Vector Capital
Investment Themes
Beacon alpha Ember
Investment Vehicles
Unison horizon
Services
Meridian vertex Element Value
Owner & Executives
Lang Phu Nguyen
Chief Compliance Officer, Managing Member
- CRD
- #6526189
- Ownership
- 75% or more
(536) 693-1506
glacier.foundation@bridgecapital.com
in linkedin.com/in/zenith-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,346,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,346,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,346,000
Equity - OTC:
18.9% Equity - Exchange:
8.8% Cash:
16.2% U.S. Government/Agency:
13.5% Other:
13.0% Corporate - Investment Grade:
7.2% Corporate - Non-Investment Grade:
7.6% Municipal Bonds:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,391,579,755 | 18.9% |
| Equity - Exchange | $647,931,314 | 8.8% |
| Cash | $1,192,782,647 | 16.2% |
| U.S. Government/Agency | $993,985,539 | 13.5% |
| Other | $957,171,260 | 13.0% |
| Corporate - Investment Grade | $530,125,621 | 7.2% |
| Corporate - Non-Investment Grade | $559,577,044 | 7.6% |
| Municipal Bonds | $1,089,702,666 | 14.8% |
| Total | $7,362,855,846 | 100.0% |