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Paisley Financial LLC

Paisley Financial LLC. CRD 150727

Paisley Financial LLC logo

CRD: 150727

Paisley Financial LLC

Homer Glen, IL
3128788500
$34.6M Total AUM
$34.6M Disc. AUM
-- 3Y CAGR
2 Employees
141 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
--
Established Date
06-01-2009
Office Locations
2

Office Locations

13516 West 163rd Street Homer Glen IL
-- Homer Glen IL

About Paisley Financial LLC

Paisley Financial is an independent Illinois RIA providing investment management and financial planning for retail clients, including business owners. The team applies a disciplined, risk-managed process focused on buying at a discount to intrinsic value, using custom algorithmic models and portfolios built largely with ETFs. Firm principals bring market experience from the CBOT and CME and custody through Schwab.

Team overview

-- AVG AGE
$34.6M AVG AUM / ADVISOR
$245.2K AVG AUM / CLIENT
16.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age

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Asset Classes

Quantum Momentum Pioneer momentum

Client Personas

Value quantum

Custodian

Beacon zenith

Investment Themes

Value Fusion Wave focus

Investment Vehicles

Quantum insight Atlas Prime ember

Services

Vital Element Horizon value Insight optima Crest insight Vertex North bridge

Owner & Executives

A

ANTHONY JOSEPH KRCMAR

Analyst, Chief Compliance Officer, Managing Member

CRD
#5680669
Ownership
50% but less than 75%
(318) 748-2605
bridge.value@fusioncapital.com
in linkedin.com/in/eagle-focus
M

MORGAN PAISLEY

Managing Member, President

CRD
--
Ownership
50% but less than 75%
(468) 623-6303
horizon.alpha@legacycapital.com
in linkedin.com/in/prime-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $34,576,162 --
Non-Discretionary $0 --
Total $34,576,162 --

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Separately Managed Accounts

Total SMA Asset: $34,576,162

$34.6M Total SMA
Equity - Exchange:
20.2%
Cash:
27.7%
U.S. Government/Agency:
33.9%
Derivatives:
18.2%
Asset class Assets Assets %
Equity - Exchange $539,013,739 20.2%
Cash $739,142,602 27.7%
U.S. Government/Agency $904,582,462 33.9%
Derivatives $485,646,042 18.2%
Total $2,668,384,845 100.0%

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