P
CRD: 313167
Private Financial Management LLC
$158.7M Total AUM
$150.2M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-29-2021
- Office Locations
- 1
Office Locations
-- Orinda CA
About Private Financial Management LLC
Private Financial Management LLC is an independent, fee-only fiduciary RIA led by CFP/CFA David Born, providing tailored financial planning and investment management across clients’ full financial lives. The firm applies an endowment-style, goals-based approach and primarily implements portfolios with public funds and ETFs (Schwab custodied). Featured in WSJ, Barron’s, and Kiplinger’s.
Team overview
39 AVG AGE
$158.7M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID GEORGE BORN
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #5091845
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,208,440 | $5,006,948 |
| Non-Discretionary | $8,480,676 | $8,480,676 |
| Total | $158,689,116 | $5,119,004 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Private Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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