P
CRD: 304072
Prince, William L
LOS Angeles, CA
3109275381
$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-2019
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Prince, William L
Prince, William L is a LOS Angeles-based RIA. The firm has been operating for 6 years. Managing $7.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
67 AVG AGE
$7.9M AVG AUM / ADVISOR
$715.7K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Ridge
Investment Themes
Ridge
Investment Vehicles
Ember
Services
Horizon oak
Owner & Executives
W
WILLIAM LEONARD PRINCE
Chief Compliance Officer
- CRD
- #1656516
- Ownership
- 75% or more
(585) 482-1769
radial.momentum@pioneercapital.com
in linkedin.com/in/beacon-ember
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,873,000 | $5,600,000 |
| Non-Discretionary | $0 | $21,400,000 |
| Total | $7,873,000 | $13,500,000 |
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Separately Managed Accounts
Total SMA Asset: $7,873,000
Equity - Exchange:
18.8% Corporate - Investment Grade:
35.2% Corporate - Non-Investment Grade:
28.8% Cash:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $959,143,102 | 18.8% |
| Corporate - Investment Grade | $1,795,842,404 | 35.2% |
| Corporate - Non-Investment Grade | $1,469,325,603 | 28.8% |
| Cash | $877,513,902 | 17.2% |
| Total | $5,101,825,011 | 100.0% |