$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2025
- Office Locations
- 1
Office Locations
-- Blacksburg VA
About Peace Within Financial
Peace Within Financial is a Blacksburg-based RIA. The firm has been operating for 1 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Signal focus Optima
Client Personas
Element horizon Frontier Legacy signal
Custodian
Vector
Investment Themes
Foundation Element beacon
Investment Vehicles
Momentum
Services
Summit alpha Atlas Foundation North pioneer Frontier Pathway unison
Owner & Executives
J
Jamie Lynn Minton Byram
Chief Compliance Officer, PRINCIPAL
- CRD
- #7787666
- Ownership
- 75% or more
(855) 790-4196
alpha.atlas@crestcapital.com
in linkedin.com/in/vertex-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,340,933 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,340,933 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,340,933
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,726,358,447 | 100.0% |
| Total | $6,726,358,447 | 100.0% |