CRD: 159664
P. Worldwide, LLC
Redondo Beach, CA
3102515294
$6.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
13 yrs Firm Age
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- Custodian
- LPL Financial ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-21-2012
- Office Locations
- 1
Office Locations
-- Redondo Beach CA
About P. Worldwide, LLC
P. Worldwide, LLC is a Redondo Beach-based RIA. The firm has been operating for 13 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and TD Ameritrade. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Momentum summit
Investment Themes
Prime timber Atlas value
Investment Vehicles
Foundation
Services
Pioneer Signal ember
Owner & Executives
G
GREGORY W MARKMAN
Chief Compliance Officer, Managing Member
- CRD
- #4005098
- Ownership
- 75% or more
(417) 329-7827
vital.summit@vertexcapital.com
in linkedin.com/in/fusion-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Equity - Exchange:
54.5% Cash:
45.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,039,384,707 | 54.5% |
| Cash | $3,372,330,351 | 45.5% |
| Total | $7,411,715,058 | 100.0% |