P
CRD: 283932
PFO Investment Advisors, LLC
Naples, FL, 34109
2395915949
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
3 Employees
8 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2016
- Office Locations
- 1
Office Locations
9045 Strada Stell Court #106 Naples FL
About PFO Investment Advisors, LLC
PFO Investment Advisors, LLC is a Naples-based RIA. The firm has been operating for 10 years. Managing $10.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
69 AVG AGE
$10.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Owner & Executives
Jamin Paul Eastman
Chief Compliance Officer, Founder, Managing Director
- CRD
- #6666174
- Ownership
- Less than 5%
(482) 343-4667
glacier.vertex@unisoncapital.com
in linkedin.com/in/timber-eagle
K
KEITH MORGAN SCHAPPERT
Chief Executive Officer, President
- CRD
- --
- Ownership
- Less than 5%
(971) 631-2008
unison.catalyst@momentumcapital.com
in linkedin.com/in/horizon-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,271,240 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,271,240 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,271,240
Public Funds:
42.3% Equity - Exchange:
22.9% Cash:
34.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,381,776,406 | 42.3% |
| Equity - Exchange | $1,289,425,052 | 22.9% |
| Cash | $1,959,475,624 | 34.8% |
| Total | $5,630,677,082 | 100.0% |