W
$131.3M Total AUM
$131.3M Disc. AUM
-- 3Y CAGR
3 Employees
15 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2020
- Office Locations
- 2
Office Locations
80 E. SIR Francis Drake Blvd. Suite 4D Larkspur CA
-- Brutus MI
About Warm Springs Advisors Inc.
Warm Springs Advisors Inc. is a Larkspur-based RIA with 2 offices. The firm has been operating for 6 years. Managing $131.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$131.3M AVG AUM / ADVISOR
$8.8M AVG AUM / CLIENT
5.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
PHILIP ROESING RICE
Chief Compliance Officer, President
- CRD
- #1757365
- Ownership
- 75% or more
Available
Available
Available
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N
NATHANIEL THOMAS CORNELL
--
- CRD
- #1225766
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,346,508 | $2,794,607 |
| Non-Discretionary | $0 | -- |
| Total | $131,346,508 | $2,794,607 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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