$43.8M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Transamerica · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-21-2007
- Office Locations
- 1
Office Locations
200 E. Sandpointe AVE STE 315 Santa ANA CA
About Sector Logic, LP
Sector Logic is a Southern California investment advisory firm providing wealth planning and portfolio management. It uses a research-driven, quantitative process that blends sub-industry sector rotation with asset allocation to manage risk and reduce behavioral bias. Serves retail and institutional clients, with custody relationships that include Charles Schwab.
Team overview
-- AVG AGE
$43.8M AVG AUM / ADVISOR
$810.4K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CHARLES NORBERT ROTHER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1159124
- Ownership
- 25% but less than 50%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,491,496 | -- |
| Non-Discretionary | $3,268,652 | -- |
| Total | $43,760,148 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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