$151.2M Total AUM
$151.2M Disc. AUM
-- 3Y CAGR
1 Employees
245 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Great-West Trust
- Clients
- Retail
- Platforms
- CatalystFrontier +more
- Established Date
- 04-13-2017
- Office Locations
- 1
Office Locations
6260 Lookout Road STE 220l Boulder CO
About Outbound Financial
Outbound Financial is a Boulder, CO fee-only firm providing financial planning and investment management for young professionals and families. Founder Steve Nading emphasizes clear, minimalist decision-making, coordinates career/life/financial goals, and provides secure online access to client finances. Investment work centers on active asset allocation using mutual funds and fixed income, with custody at Schwab.
Team overview
38 AVG AGE
$151.2M AVG AUM / ADVISOR
$617.3K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Bridge wave Momentum foundation
Custodian
Frontier Vital
Investment Themes
Bridge beacon Horizon Vertex
Investment Vehicles
Bridge
Platform
Catalyst frontier
Services
Ember wave Fusion Horizon Alpha Ridge atlas
Technology
Meridian matrix Atlas oak Catalyst
Owner & Executives
Steven Jeffrey Nading
Chief Compliance Officer, Founder, President
- CRD
- #6761444
- Ownership
- 75% or more
(699) 621-1052
glacier.vector@insightcapital.com
in linkedin.com/in/vector-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,226,554 | $357,510 |
| Non-Discretionary | $0 | -- |
| Total | $151,226,554 | $357,510 |
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Separately Managed Accounts
Total SMA Asset: $151,226,554
Public Funds:
57.5% Cash:
18.5% U.S. Government/Agency:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,267,904,559 | 57.5% |
| Cash | $407,934,510 | 18.5% |
| U.S. Government/Agency | $529,212,338 | 24.0% |
| Total | $2,205,051,407 | 100.0% |