$9.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
8 yrs Firm Age
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge pathway
- Established Date
- 02-22-2018
- Office Locations
- 1
Office Locations
-- Durham NC
About Portolan Financial Planning LLC
Portolan Financial is a fee-only, CFP-led planning firm providing comprehensive financial management and ongoing advice, with a specialty serving medical professionals, servicemembers, and young professionals early in their careers. Based in Durham, NC, the practice is built to work with clients nationwide via a remote-first model. Portfolios emphasize diversified asset allocation using funds and ETFs (Schwab custody).
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$210.5K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Beacon capital North optima Horizon element
Client Personas
Meridian vector North frontier
Custodian
Eagle summit Ridge ridge Matrix meridian Matrix
Investment Themes
Pathway pathway Fusion vital
Investment Vehicles
Insight
Services
Crest unison Pioneer Catalyst Fusion Bridge atlas
Technology
Pathway zenith
Owner & Executives
T
Thomas C Figgatt Jr.
Investment Advisor, President
- CRD
- #6887506
- Ownership
- 75% or more
(618) 543-2536
momentum.horizon@insightcapital.com
in linkedin.com/in/oak-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,684,202 | -- |
| Total | $9,684,202 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,684,202
Public Funds:
27.1% Equity - Exchange:
27.8% U.S. Government/Agency:
26.2% Cash:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $499,614,003 | 27.1% |
| Equity - Exchange | $512,519,161 | 27.8% |
| U.S. Government/Agency | $483,021,656 | 26.2% |
| Cash | $348,439,286 | 18.9% |
| Total | $1,843,594,106 | 100.0% |