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Propel Financial Advisors, LLC

Propel Financial Advisors, LLC. CRD 299279

Propel Financial Advisors, LLC logo

CRD: 299279

Propel Financial Advisors, LLC

Chicago, IL
7736126391
propelfinancialadvisors.com
$53.1M Total AUM
$53.1M Disc. AUM
-- 3Y CAGR
4 Employees
122 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
VectorFusion
Established Date
12-06-2018
Office Locations
4

Office Locations

504 W. Main Street Olney IL
-- Brooklyn NY
-- Chicago IL

About Propel Financial Advisors, LLC

Propel Financial Advisors is a Chicago-based RIA providing personalized financial planning and ongoing investment management, with a focus on helping households make confident, tax-efficient decisions around retirement and education goals. They build custom portfolios for each client, primarily using ETFs and mutual funds, and emphasize financial education with no account minimums. The co-founder team includes JD, CPA, and CFA credentials, and the firm custodians with Charles Schwab.

Team overview

56 AVG AGE
$13.3M AVG AUM / ADVISOR
$435.4K AVG AUM / CLIENT
7.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Crest Unison timber Atlas

Client Personas

Matrix momentum

Custodian

Vector crest Oak north Focus Frontier vector Ridge unison Harbor harbor Vital

Investment Themes

Ridge summit Momentum pathway Vital timber Quantum pathway Radial oak Glacier Vital Foundation ember Pathway

Investment Vehicles

Radial ember

Platform

Summit Foundation delta

Services

Summit Delta matrix Capital glacier Quantum Vertex capital Summit Prime pioneer Oak foundation Pathway oak Vital focus

Technology

Focus Harbor quantum

Owner & Executives

EMILY HOPE AGOSTO

EMILY HOPE AGOSTO

Chief Compliance Officer, Financial Advisor, General Partner, Manager

CRD
#5996658
Ownership
25% but less than 50%
(504) 209-6622
pioneer.summit@vertexcapital.com
in linkedin.com/in/momentum-pathway
A

AMANDA LEAH VAUGHT

Manager

CRD
#6626153
Ownership
25% but less than 50%
(570) 957-1491
vital.alpha@signalcapital.com
in linkedin.com/in/peak-unison
E

Ember element

Pioneer wave

CRD
#41635
Ownership
24.7%
(559) 609-6756
peak.meridian@elementcapital.com
in linkedin.com/in/matrix-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $53,116,863 --
Non-Discretionary $0 --
Total $53,116,863 --

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Separately Managed Accounts

Total SMA Asset: $53,116,863

$53.1M Total SMA
Equity - Exchange:
19.7%
Public Funds:
14.3%
Corporate - Investment Grade:
6.4%
U.S. Government/Agency:
13.9%
Cash:
9.3%
Municipal Bonds:
19.4%
Private Funds:
17.0%
Asset class Assets Assets %
Equity - Exchange $1,550,705,900 19.7%
Public Funds $1,125,639,308 14.3%
Corporate - Investment Grade $503,782,627 6.4%
U.S. Government/Agency $1,094,152,894 13.9%
Cash $732,059,130 9.3%
Municipal Bonds $1,527,091,089 19.4%
Private Funds $1,338,172,605 17.0%
Total $7,871,603,553 100.0%

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