P
$4.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
4 yrs Firm Age
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- Custodian
- LPL Financial ยท T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-04-2022
- Office Locations
- 1
Office Locations
450 South Orange AVE 3RD Floor Orlando FL
About Polymath Financial, LLC
Polymath Financial, LLC is a Orlando-based RIA. The firm has been operating for 4 years. Managing $4.3M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and T. Rowe Price.
Team overview
65 AVG AGE
$4.3M AVG AUM / ADVISOR
$204.5K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KYLE JANICE SMITH
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5035179
- 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 | $0 | -- |
| Non-Discretionary | $4,295,501 | -- |
| Total | $4,295,501 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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