$11.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-15-2005
- Office Locations
- 1
Office Locations
829 27th Avenue 2ND Floor Oakland CA
About Pico Associates
Pico Associates is an Oakland, CA registered investment adviser led by owner-advisor Tony Pico, providing financial planning and portfolio construction for retail clients. The firm’s separately managed accounts are primarily ETF-based with a cash sleeve, and it custodies with Charles Schwab and Vanguard.
Team overview
68 AVG AGE
$11.0M AVG AUM / ADVISOR
$523.0K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Focus fusion Alpha
Investment Themes
Vital eagle Catalyst
Investment Vehicles
Element
Services
Ridge wave Unison ridge North
Owner & Executives
T
TONY PICO
Investment Advisor, Owner
- CRD
- #2888489
- Ownership
- 75% or more
(775) 603-1779
timber.vector@radialcapital.com
in linkedin.com/in/harbor-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,983,423 | -- |
| Total | $10,983,423 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,983,423
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,408,911,235 | 100.0% |
| Total | $5,408,911,235 | 100.0% |