$68.0M Total AUM
$68.0M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-1999
- Office Locations
- 1
Office Locations
2522 Chambers Road, Suite 110 Tustin CA
About THE Financial Advisors
The Financial Advisors, LLC is an independent Tustin, CA RIA providing comprehensive financial planning and ongoing portfolio management, including tax and estate planning, insurance, charitable giving, and 529 planning. The investment approach emphasizes asset allocation and risk management using public equities, ETFs, and fixed income. Assets are custodied at Charles Schwab and the firm uses Orion.
Team overview
-- AVG AGE
$34.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
27.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SHAO CHYI LIN
Financial Advisor, President
- CRD
- #2652954
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,027,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,027,250 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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