$8.4M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-03-2017
- Office Locations
- 1
Office Locations
17291 Irvine Blvd Suite 260 Tustin CA
About Peaceful Advisors LLC
Peaceful Advisors LLC is a fiduciary RIA providing financial planning (including tax, retirement and insurance planning) and portfolio management for retail clients, including business owners. Portfolios are built largely with ETFs and public funds, with an index-oriented asset allocation approach. Reported custodian: Interactive Brokers.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$644.7K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
PRABHU VEER MOGULLA
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5851980
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,381,358 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,381,358 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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