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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-2022
- Office Locations
- 6
Office Locations
About Your Choice Financial LLC
Your Choice Financial LLC is an RIA providing financial planning and portfolio management, with a focus on retirement strategy and insurance/annuity planning. The firm builds diversified, ETF- and fund-based allocations and supports tax, estate, and legacy planning for individuals and business owners. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN PATRICK SAN FILIPPO
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #5579704
- Ownership
- 75% or more
ARTHUR ZAPESOCHNY
Managing Director
- CRD
- #5687803
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SEBASTIAN MICHAEL ELLIOT
--
- CRD
- #5441940
STEPHANIE ETHE
Investment Advisor
- CRD
- #6524876
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,036,632 | -- |
| Non-Discretionary | $7,985,847 | -- |
| Total | $58,022,479 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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