$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- AtlasVector +more
- Established Date
- 07-27-2021
- Office Locations
- 1
Office Locations
-- Allentown PA
About Pavilion Financial Planning
Pavilion Financial Planning is a registered investment adviser providing financial planning and tax support for tech workers, including proactive tax planning and preparation, stock-compensation payout strategy, values-based spending alignment, and long-term goal planning. Portfolios use public funds and ETFs, with custody through Charles Schwab or Altruist.
Team overview
37 AVG AGE
$4.3M AVG AUM / ADVISOR
$86.3K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Wave Vertex north Meridian
Client Personas
Fusion
Custodian
Focus pioneer Harbor zenith
Investment Themes
Focus pathway Eagle Delta
Investment Vehicles
Prime Oak
Services
Legacy foundation Alpha peak Pathway unison Timber Signal matrix Legacy
Technology
Pathway North quantum Crest meridian
Owner & Executives
J
JESSICA LEE GOEDTEL
Chief Compliance Officer, Owner
- CRD
- #6377275
- Ownership
- 75% or more
(467) 332-9742
vertex.legacy@vitalcapital.com
in linkedin.com/in/beacon-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,313,430 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,313,430 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,313,430
Public Funds:
15.0% Equity - Exchange:
28.0% Cash:
57.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,046,947,829 | 15.0% |
| Equity - Exchange | $1,954,302,614 | 28.0% |
| Cash | $3,978,401,751 | 57.0% |
| Total | $6,979,652,194 | 100.0% |