Finance & Insurance Hub
Client Portfolios
AUM rollups, allocation models, and advisor assignments across the book of business.
Portfolios
12
Total AUM
$51.4M
Avg YTD
8.7%
Advisors
3
| Client | AUM | Allocation | YTD Return | Risk Profile | Advisor |
|---|---|---|---|---|---|
| Helena Vasquez | $2,480,000 | 60/30/10 | 8.4% | Moderate | Preston Kelly |
| Ashok Raman Trust | $5,920,000 | 40/50/10 | 6.1% | Conservative | Deirdre Shaw |
| Lucia Mendoza | $780,000 | 80/15/5 | 12.7% | Aggressive | Preston Kelly |
| Bernhard Holdings LLC | $14,200,000 | 50/40/10 | 7.3% | Moderate | Tomasz Novak |
| Yvonne Carrington | $1,150,000 | 70/25/5 | 10.2% | Aggressive | Deirdre Shaw |
| Caldwell Family Office | $8,760,000 | 45/45/10 | 6.8% | Moderate | Tomasz Novak |
| Sandeep Chaudhary | $640,000 | 75/20/5 | 11.4% | Aggressive | Preston Kelly |
| Margot Eisenberg | $3,280,000 | 55/35/10 | 7.9% | Moderate | Deirdre Shaw |
| Pelham Ventures Trust | $4,940,000 | 35/55/10 | 5.4% | Conservative | Tomasz Novak |
| Kiara Johnson | $410,000 | 85/10/5 | 14.1% | Aggressive | Preston Kelly |
| Oscar Lindstrom | $2,090,000 | 50/40/10 | 7.6% | Moderate | Deirdre Shaw |
| Zhao Wei Family | $6,730,000 | 42/48/10 | 6.4% | Conservative | Tomasz Novak |