S
$218.9M Total AUM
$216.5M Disc. AUM
-- 3Y CAGR
13 Employees
665 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-02-2018
- Office Locations
- 12
Office Locations
200 East Main Street STE 530 Fort Wayne IN
2078 Teron Trace Suite 100 Dacula GA
233 S. Wacker Drive Suite 4400 Chicago IL
About SAN Blas Advisory, Inc.
SAN Blas Advisory, Inc. is a Atlanta-based RIA with 12 offices. The firm has been operating for 7 years. Managing $218.9M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
63 AVG AGE
$24.3M AVG AUM / ADVISOR
$329.1K AVG AUM / CLIENT
2 yrs AVG TENURE
13 Employees
9 Advisory Reps
9 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ALEXYS ULANDO MCKENZIE
Chief Executive Officer
- CRD
- #2642827
- Ownership
- Less than 5%
Available
Available
Available
J
John Burton Rowoldt
Chief Compliance Officer
- CRD
- #2616896
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Scott Michael Bremus
--
- CRD
- #4073006
Available
Available
Available
J
JOHN CADENA
CCO
- CRD
- #712192
Available
Available
Available
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,537,000 | $331,096 |
| Non-Discretionary | $2,343,000 | $213,000 |
| Total | $218,880,000 | $329,143 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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