P
CRD: 300905
Purple DOG Investments LLC
Springfield, NJ, 07081
9733464150
$51.6M Total AUM
$51.6M Disc. AUM
-- 3Y CAGR
1 Employees
279 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2019
- Office Locations
- 1
Office Locations
100 Morris Avenue Suite 101 Springfield NJ
About Purple DOG Investments LLC
Purple DOG Investments LLC is a Springfield-based RIA. The firm has been operating for 7 years. Managing $51.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$51.6M AVG AUM / ADVISOR
$184.9K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
D
DAVID BARRY STEINER
Chief Compliance Officer, Manager
- CRD
- #2488160
- Ownership
- 75% or more
(699) 366-3679
glacier.delta@optimacapital.com
in linkedin.com/in/momentum-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,583,034 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,583,034 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,583,034
Public Funds:
75.1% Cash:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,724,428,952 | 75.1% |
| Cash | $903,306,004 | 24.9% |
| Total | $3,627,734,956 | 100.0% |