P
CRD: 166260
Pismo Pacific Financial Services, LLC
Norman, OK, 73071
4057010800
$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-2013
- Office Locations
- 1
Office Locations
1416 N. Porter Ave. Norman OK
About Pismo Pacific Financial Services, LLC
Pismo Pacific Financial Services, LLC is a Norman-based RIA. The firm has been operating for 13 years. Managing $18.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$18.7M AVG AUM / ADVISOR
$550.0K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Vector pioneer Ridge fusion
Client Personas
Capital
Investment Themes
Wave Ridge north
Investment Vehicles
Ember
Services
Momentum Summit Optima value Momentum frontier Unison Delta harbor Unison
Owner & Executives
R
RAYMOND MORGAN RENNIE
Chief Compliance Officer, Managing Member, portfolio manager
- CRD
- #1615450
- Ownership
- 75% or more
(439) 960-3665
ridge.pioneer@vertexcapital.com
in linkedin.com/in/ridge-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,700,000
Equity - Exchange:
16.4% Public Funds:
29.8% Cash:
19.1% Corporate - Investment Grade:
34.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $935,768,326 | 16.4% |
| Public Funds | $1,700,359,520 | 29.8% |
| Cash | $1,089,827,746 | 19.1% |
| Corporate - Investment Grade | $1,979,948,836 | 34.7% |
| Total | $5,705,904,428 | 100.0% |