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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Client profile · synthetic

Lucia Vasquez

Mass AffluentAge 60-69Tampa, FLConservative riskRetiredAdvisor Sam Kowalczyk

Net worth

$1M

assets minus liabilities

Assets

$1M

7 accounts

Liabilities

$897

1 accounts

Retirement income

$17.6K

last 12 months

Held with your firm 41%Held away 59%

$426,282$608,529

Balance history

HeldHeld awayNet worth

Linked accounts (7)

$1,034,811

Your Firm Brokerage••9124
Linked Aug 30, 2022
Held$393,605
Vanguard Brokerage••8335
Linked Feb 18, 2023
Away$251,531
Vanguard IRA••6602
Linked May 26, 2023
Away$200,137
Vanguard Brokerage••5221
Linked Nov 14
Away$118,736
Your Firm IRA••5851
Linked Oct 7, 2022
Held$32,677
Ally Bank Savings••6276
Linked Jun 23, 2024
Away$30,155
U.S. Bank Checking••7676
Linked Jul 4, 2023
Away$7,970

Liabilities (1)

$897

U.S. Bank Credit card••8308
Linked Dec 3, 2022
$897

Signal timeline (4)

Convertible Held AwayNov 14New
Lucia Vasquez linked a new Vanguard brokerage account with $118.7K
Net Worth SpikeNov 2New
Lucia Vasquez's net worth is up 49% in 30 days
Wallet Share ChangeNov 2New
Lucia Vasquez's share of assets with your firm went from 25% to 49%
Large Inflow / OutflowNov 2Reviewed
Lucia Vasquez received $282.2K into their Your Firm brokerage account