$2.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-29-2015
- Office Locations
- 1
Office Locations
-- Seattle WA
About Starbord LLC
Starbord LLC is a Seattle-based RIA providing ongoing investment supervisory services under written advisory agreements, tailoring portfolios to each client’s goals, time horizon, and risk tolerance. The firm focuses on asset allocation and risk management using ETFs and mutual funds, runs on the Orion platform, and seeks client consent before executing securities transactions for designated managed assets.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
S
STEPHEN ANDREW WICKLEDER
Insurance Agent
- CRD
- #4468176
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,858,141 | -- |
| Total | $2,858,141 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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