Accounts overview
Every account that needs a decision, in one place
Total AUM
$482.6M
+2.4% MTD
Cash to deploy
$3.2M
Across 6 accounts
Accounts
1,284
12 new this month
Households
512
4 onboarding
Drifting
3
Past tolerance
| Account | Household | Custodian | Cash | % cash | Strategy | Action |
|---|---|---|---|---|---|---|
| SCH-4482091 | Peterson Family Trust | Schwab | $842,500 | 12.4% | Core Growth | |
| FID-2201884 | Kaur Household | Fidelity | $612,800 | 9.1% | Balanced Income | |
| SCH-9910034 | Rivera Holdings LLC | Schwab | $511,240 | 6.8% | Tax-Managed Equity | |
| ALT-3388120 | Okonkwo Family | Altruist | $486,700 | 15.2% | Fixed Income Ladder | |
| PER-7710455 | Nakamura Trust | Pershing | $402,100 | 7.9% | Core Growth | |
| SCH-6620991 | Chen Family | Schwab | $344,660 | 5.4% | Alternatives Sleeve |