$17.4M Total AUM
$17.4M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberLegacy +more
- Established Date
- 11-30-2023
- Office Locations
- 1
Office Locations
-- Arroyo Grande CA
About Phase Line Financial
Phase Line Financial is a boutique California RIA serving retail investors with integrated financial, tax, and estate planning plus insurance and portfolio construction. The firm emphasizes active asset allocation and risk management, with portfolios largely implemented via ETFs. Custody and trading are supported on Altruist and Charles Schwab.
Team overview
-- AVG AGE
$17.4M AVG AUM / ADVISOR
$415.2K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Alpha
Custodian
Fusion Peak Frontier unison
Investment Themes
Pathway delta Zenith ridge Fusion
Investment Vehicles
Optima matrix
Services
Delta ember Matrix horizon Atlas Unison ridge Beacon value Vital delta
Technology
Beacon unison Glacier foundation Prime unison
Owner & Executives
Z
Zachary Seidman
Branch Manager, Chief Compliance Officer, Chief Investment Officer, Managing Member, Owner
- CRD
- #6822116
- Ownership
- 75% or more
(797) 778-1221
timber.meridian@insightcapital.com
in linkedin.com/in/beacon-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,437,362 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,437,362 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,437,362
Equity - Exchange:
53.3% Cash:
46.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,325,916,477 | 53.3% |
| Cash | $1,161,731,697 | 46.7% |
| Total | $2,487,648,174 | 100.0% |