$45.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- OptimaVital
- Established Date
- 03-21-2023
- Office Locations
- 1
Office Locations
299 N. Euclid AVE Suite 560 Pasadena CA
About Pysnik Financial, LLC
Pysnik Financial, LLC is a Pasadena, CA retail RIA providing financial and investment planning with asset management, including tax and estate planning and insurance/annuity solutions. The firm works with entrepreneurs and builds diversified portfolios using mutual funds and ETFs (including index and emerging-markets exposure). Custodied primarily at Charles Schwab and supports Envestnet workflows.
Team overview
-- AVG AGE
$45.2M AVG AUM / ADVISOR
$752.8K AVG AUM / CLIENT
3.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
Element zenith Bridge
Client Personas
Eagle
Custodian
Optima vertex North Focus Catalyst Radial North vital Oak legacy Ember Value Capital
Investment Themes
Ridge Pioneer bridge Eagle insight Focus alpha
Investment Vehicles
Focus bridge Vertex atlas
Platform
Vital
Services
Catalyst eagle Oak glacier Pathway Meridian Peak wave Crest foundation
Technology
Value Element
Owner & Executives
MICHAEL RYAN CARMONA PYSNIK
Chief Compliance Officer, Managing Member
- CRD
- #5685593
- Ownership
- 50% but less than 75%
(841) 712-2203
momentum.capital@valuecapital.com
in linkedin.com/in/catalyst-eagle
J
JAYLENE DENISE PYSNIK
Managing Member
- CRD
- #4668399
- Ownership
- 25% but less than 50%
(553) 537-7991
ridge.quantum@momentumcapital.com
in linkedin.com/in/harbor-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $45,165,644 | $638,661 |
| Total | $45,165,644 | $638,661 |
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Separately Managed Accounts
Total SMA Asset: $45,165,644
Public Funds:
27.2% U.S. Government/Agency:
17.6% Cash:
55.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $305,372,726 | 27.2% |
| U.S. Government/Agency | $197,594,117 | 17.6% |
| Cash | $619,727,002 | 55.2% |
| Total | $1,122,693,845 | 100.0% |