$23.4M Total AUM
$23.4M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-24-2025
- Office Locations
- 1
Office Locations
15732 LOS Gatos Blvd Suite 3036 LOS Gatos CA
About Proflex Finance
Proflex Finance is a LOS Gatos-based RIA. The firm has been operating for 1 years. Managing $23.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$23.4M AVG AUM / ADVISOR
$467.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Legacy
Asset Classes
Foundation Vertex Ember value North timber Legacy Beacon prime Vector North glacier Pioneer Foundation
CRM
Matrix value
Custodian
Element Atlas momentum Horizon beacon
Investment Themes
Vital Vertex pathway
Investment Vehicles
Optima Legacy bridge
Services
Insight Radial zenith
Owner & Executives
R
Raman Bindlish
Chief Compliance Officer, Managing Member
- CRD
- #7163512
- Ownership
- 75% or more
(616) 887-6778
pathway.catalyst@quantumcapital.com
in linkedin.com/in/oak-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,363,284 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,363,284 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,431,478
Cash:
53.4% Derivatives:
37.2% Equity - Exchange:
9.4% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,711,712,902 | 53.4% |
| Derivatives | $1,192,429,212 | 37.2% |
| Equity - Exchange | $301,312,758 | 9.4% |
| Total | $3,205,454,872 | 100.0% |