$22.7M Total AUM
$22.7M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
26 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-10-2000
- Office Locations
- 1
Office Locations
-- Agoura Hills CA
About Susan Carlisle
Susan Carlisle (Agoura Hills, CA) is a solo retail advisory practice providing financial planning and portfolio asset-allocation guidance, including insurance planning. Public filings indicate a primarily ETF-based SMA approach, with smaller allocations to cash and U.S. government/agency bonds, and use of Fidelity/NFS as custodian.
Team overview
-- AVG AGE
$22.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Services
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Technology
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Owner & Executives
S
SUSAN CARLISLE
--
- CRD
- #840078
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,713,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,713,920 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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