P
$5.7M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
12 yrs Firm Age
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- 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
6.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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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 | -- |
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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% |