$207.7M Total AUM
$207.7M Disc. AUM
13.6% 3Y CAGR
3 Employees
111 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2022
- Office Locations
- 2
Office Locations
-- Avon CO
-- Denver CO
About Orographic Financial Advisors
Orographic Financial Advisors provides hands-on wealth management and financial planning, overseeing research, trade execution, and portfolio allocation with a conservative, long-term approach tailored to each client’s goals and risk tolerance. Portfolios may use ETFs, mutual funds, and other publicly listed investments. Client assets are custodied at Charles Schwab Institutional, and the firm often invests alongside clients.
Team overview
54 AVG AGE
$103.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Wave pathway Signal Oak
Client Personas
Beacon pathway
Custodian
Oak
Investment Themes
Momentum peak
Investment Vehicles
Value Pathway
Services
Oak momentum Capital Legacy Eagle Glacier legacy Prime Harbor glacier Matrix vital
Owner & Executives
BO GABRIEL ALFRED PIHL III
Chief Compliance Officer
- CRD
- #4612356
- Ownership
- Less than 5%
(981) 222-3782
value.quantum@atlascapital.com
in linkedin.com/in/wave-legacy
Showing 1 of 1 owners & executives
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L
LESLEY MYRNA SHIFFRIN
Founder
- CRD
- #1421059
(710) 521-8495
north.signal@matrixcapital.com
in linkedin.com/in/glacier-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,665,765 | $851,089 |
| Non-Discretionary | $0 | -- |
| Total | $207,665,765 | $851,089 |
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Separately Managed Accounts
Total SMA Asset: $207,665,765
Equity - Exchange:
11.6% Public Funds:
18.6% Cash:
22.7% U.S. Government/Agency:
21.9% Municipal Bonds:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $884,329,859 | 11.6% |
| Public Funds | $1,417,977,188 | 18.6% |
| Cash | $1,730,542,052 | 22.7% |
| U.S. Government/Agency | $1,669,553,785 | 21.9% |
| Municipal Bonds | $1,921,130,383 | 25.2% |
| Total | $7,623,533,267 | 100.0% |