Define Financial LLC

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Assets, Funds, Holdings

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Define Financial LLC
CRD #286648
SEC #801-122024
CIK #
AUM $205.2 MM (2024-03-15)
Employees 4 (75% Investors, 0% Brokers)
Phone858-345-1197
Address12526 High Bluff Drive
San Diego, CA 92130
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 28 9.9
(b) Individuals (high net worth individuals) 72 167.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 27.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 441 205.2
By Discretionary
Discretionary 441 205.2
Non-Discretionary 0 0.0
Total 441 205.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 205.2
Total 441 205.2
Comparable Firms State AUM ($BB)
Logix Investments LLC
OH 0.2
Kamichu Wealth Management LLC
NV 0.2
Powers Advisory Group LLC
IL 0.2
JW Korth & Company Limited Partnership
MI 0.2
MHS Advisory Services LLC
MN 0.2
Apex Capital Management LLC
LA 0.2
Blodgett Wealth Advisors LLC
CA 0.2
Capstone Wealth Management Group LLC
PA 0.2
RMW Advisors LLC
TX 0.2
Hansen & Associates Financial Group Inc
CA 0.2
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