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- Custodian
- Altruist · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-21-2012
- Office Locations
- 1
Office Locations
About Proactive Advisors, LLC
ProActive Advisors, LLC is a fee-only, fiduciary RIA providing integrated wealth management, financial planning, tax planning, and investment management for individuals, families, small business owners, and private trusts. Portfolios follow a proactive “Total Return” approach focused on risk-managed growth and after-tax outcomes. Differentiator: a Virtual Family Office model that coordinates CPA, tax, and legal/estate specialists, with custody options including Schwab and Altruist.
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Owner & Executives
LAWRENCE ST JOHN YORK
Chief Investment Officer
- CRD
- #1264745
- Ownership
- 75% or more
Craig James Bouvin
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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John L York
Account Executive
- CRD
- #7305948
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,162,425 | $359,778 |
| Non-Discretionary | $55,638,290 | $1,842,034 |
| Total | $56,800,715 | $496,602 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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