P
CRD: 142598
Poulos, Ernest, D.
Akron, OH
3303299899
$5.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-25-2007
- Office Locations
- 1
Office Locations
-- Akron OH
About Poulos, Ernest, D.
Poulos, Ernest, D. is a Akron-based RIA. The firm has been operating for 19 years. Managing $5.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Trade-PMR. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$5.2M AVG AUM / ADVISOR
$860.2K AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Investment Themes
Catalyst matrix
Investment Vehicles
Signal wave
Services
Beacon matrix Zenith Pioneer matrix
Owner & Executives
E
ERNEST D POULOS
Registered Investment Advisor
- CRD
- #1869573
- Ownership
- 75% or more
(409) 946-7319
meridian.optima@deltacapital.com
in linkedin.com/in/beacon-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,161,374 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,161,374 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,161,374
Equity - Exchange:
36.1% Cash:
63.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,087,593,916 | 36.1% |
| Cash | $1,925,131,613 | 63.9% |
| Total | $3,012,725,529 | 100.0% |