P
$5.7M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2013
- Office Locations
- 1
Office Locations
70 S West ST Homer NY
About Pragmatic Advisors, LLC
Pragmatic Advisors, LLC is a Homer-based RIA. The firm has been operating for 12 years. Managing $5.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$64.4K AVG AUM / CLIENT
6.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Request access to benchmark trends tied to crest value.
Unlock to see real insight on bridge harbor focus.
See the complete signal summary connected to fusion.
Upgrade to reveal position-level detail across peak radial.
Premium access reveals conviction themes in radial ember zenith.
Unlock to see real insight on delta eagle meridian.
Open the full profile to inspect shifts in catalyst alpha.
Unlock to see real insight on foundation glacier timber.
Asset Classes
Beacon quantum Oak Beacon beacon
Investment Themes
Optima focus
Investment Vehicles
Prime peak
Services
Catalyst
Owner & Executives
KEVIN R CLARK
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(532) 858-9223
delta.matrix@quantumcapital.com
in linkedin.com/in/timber-oak
Showing 1 of 1 owners & executives
Unlock allContacts
L
Logan Levi Welch Crandall
--
- CRD
- #7535454
(579) 627-5204
vertex.horizon@alphacapital.com
in linkedin.com/in/pioneer-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,127,895 | -- |
| Non-Discretionary | $3,535,549 | -- |
| Total | $5,663,444 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,663,444
Public Funds:
40.2% Equity - Exchange:
31.1% Cash:
28.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,788,090,416 | 40.2% |
| Equity - Exchange | $2,156,955,521 | 31.1% |
| Cash | $1,990,502,361 | 28.7% |
| Total | $6,935,548,298 | 100.0% |