Y
$463.3K Total AUM
$454.1K Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2022
- Office Locations
- 1
Office Locations
116 E. Berry St. Suite 1120 Fort Wayne IN
About Yackee Potempa & Smalley Asset Management
Yackee Potempa & Smalley Asset Management is a Fort Wayne-based RIA. The firm has been operating for 3 years. Managing $463.3K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$463.3K AVG AUM / ADVISOR
$92.7K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Q
QUENTIN CHESTER POTEMPA
President
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
P
PAYTON EDWARD SMALLEY
Chief Investment Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $454,058 | -- |
| Non-Discretionary | $9,263 | -- |
| Total | $463,321 | -- |
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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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