$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-07-2017
- Office Locations
- 1
Office Locations
530 Technology Drive Suite 100 Irvine CA
About White Stork Asset Management LLC
White Stork Asset Management LLC is a California RIA providing portfolio construction, asset management and wealth planning for retail investors. The firm’s discretionary SMA implementation is ETF-based, with an emphasis on asset allocation and risk management across exposures such as fixed income, real estate and alternatives. Investment partner Richard Lewis, CFA, is a key contact; custody via Interactive Brokers.
Team overview
38 AVG AGE
$1.3M AVG AUM / ADVISOR
$106.5K AVG AUM / CLIENT
8.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RICHARD ANDREW LEWIS
Partner
- CRD
- #5198973
- Ownership
- 50% but less than 75%
Available
Available
Available
R
RAJ JAWAHAR VASUDEVAN
Partner
- CRD
- #6832887
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,662,220 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,662,220 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing