$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
0 Employees
15 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · Pershing · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-14-2017
- Office Locations
- 1
Office Locations
-- ANN Arbor MI
About Whale Shark Financial LLC
Whale Shark Financial is a fee-only, fiduciary RIA in Ann Arbor, MI providing holistic financial planning and customized investment management, including values-aligned portfolios with an emphasis on ETFs. The firm works with retail clients over the long term and prioritizes investor education so clients understand what they own; custody includes Altruist.
Team overview
43 AVG AGE
-- AVG AUM / ADVISOR
$492.7K AVG AUM / CLIENT
9 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
EDWARD PEYTON LEDERMANN
Chief Compliance Officer, Managing Member
- CRD
- #4195481
- 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 | $7,391,168 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,391,168 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Sovereign Bonds:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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