$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-20-2016
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Velev Advisors
Velev Advisors is a Los Angeles-based, state-registered RIA providing financial planning, investment management, and tax/advisory support for individuals, small business owners, fiduciaries, and nonprofits. Portfolios are implemented primarily with ETFs, with custody reported at Interactive Brokers, and the firm emphasizes a listen-plan-execute planning process.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$848.1K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JIVKO STOYANOV VELEV
Investment Advisor Representative
- CRD
- #6644638
- 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 | $1,696,187 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,696,187 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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