P
CRD: 151255
Pebble Management Group
Harahan, LA, 70123
5044010179
$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
3 Employees
28 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2009
- Office Locations
- 1
Office Locations
6430 Jefferson HWY Harahan LA
About Pebble Management Group
Pebble Management Group is a Harahan-based RIA. The firm has been operating for 17 years. Managing $18.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$642.9K AVG AUM / CLIENT
16.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Asset Classes
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Investment Vehicles
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Services
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Owner & Executives
R
RICHARD JAMES CLEMENT
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2741220
- Ownership
- 50% but less than 75%
(734) 496-9494
fusion.vertex@capitalcapital.com
in linkedin.com/in/summit-north
T
TIMOTHY PAUL SKARECKY
--
- CRD
- #5702552
- Ownership
- 50% but less than 75%
(746) 733-9572
frontier.eagle@optimacapital.com
in linkedin.com/in/eagle-insight
Showing 2 of 2 owners & executives
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M
MICHELE NAMI VON HOVEN
Founder
- CRD
- #1483130
(966) 550-6813
harbor.vector@focuscapital.com
in linkedin.com/in/crest-pioneer
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | $130,303 |
| Non-Discretionary | $0 | -- |
| Total | $18,000,000 | $130,303 |
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Separately Managed Accounts
Total SMA Asset: $18,000,000
Equity - Exchange:
40.0% Cash:
35.6% Public Funds:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,491,259,346 | 40.0% |
| Cash | $2,217,220,818 | 35.6% |
| Public Funds | $1,519,668,201 | 24.4% |
| Total | $6,228,148,365 | 100.0% |