$26.2M Total AUM
$26.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-20-2013
- Office Locations
- 1
Office Locations
-- Oakland CA
About Tula Investment Group LLC
TULA Investment Group is an Oakland, California RIA building customized equity and bond portfolios for retail clients. The firm’s SMA exposure is primarily implemented with ETFs and is custodied with Charles Schwab, making it an ETF-centric partner for managers looking to support bespoke portfolio construction.
Team overview
65 AVG AGE
$26.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DARYL KEITH WONG
President
- CRD
- #6207934
- 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 | $26,230,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,230,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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