PERSIUM ADVISORS, LLC

RIASEC RegisteredEst. 2010
Total AUM
$584M
Discretionary
$584M
100% of AUM
Avg account
$1.2M
Accounts
484
Employees
13
Advisory reps
10

Firm details

Headquarters
Atlanta, Georgia
CRD number
128335
Registered since
March 9, 2010
Website
www.persiumgroup.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI62.11%
  • Pension & Profit Sharing Plans30.86%
  • Individuals5.07%
  • Corporations / Businesses1.83%
  • Charitable Organizations0.12%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Persium Advisors, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2010. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM and fixed-fee basis. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Persium does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 71%, Cash & Cash Equivalents 17%, Exchange Traded Equities 8%, US Government Bonds 2%, State & Local Bonds 2%71%
  • Public Funds/Mutual Funds71%
  • Cash & Cash Equivalents17%
  • Exchange Traded Equities8%
  • US Government Bonds2%
  • State & Local Bonds2%

Owners & executives

2 of 2

  • PATRICK UNGASHICK

    Chief Executive OfficerCRD 3008861

  • Kimberly Brown

    Client Services CoordinatorCRD 7785431

Contacts

3 of 8

  • ALEXEI LUTSAYEV

    AnalystCRD 7683188

  • RAYMOND PROPHATER

    PartnerCRD 3174547

  • WILLIAM BOWEN

    Relationship ManagerCRD 5955126

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 12

Active vs passive

$85.8M in ETFs

Passive

100%

$85.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)SchwabPassiveForeign Large Blend$34M1,374,06839.64%
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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
2100 Riveredge Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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