P
$25.5M Total AUM
$25.5M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-2015
- Office Locations
- 1
Office Locations
-- DEL MAR CA
About Phase TWO Capital, LLC
Phase Two Capital is an independent, advisor-led RIA based in Del Mar, CA serving successful families in California and nationwide. The firm provides financial planning and portfolio construction, with portfolios using fixed income, public funds and ETFs and an interest in themes such as socially responsible investing. Custodies with Charles Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$25.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID BANKS
Advisor, Managing Member
- CRD
- #6482458
- 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 | $25,546,181 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,546,181 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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