Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/25/2025 |
Adviser Type - Internet adviser | |
Number of Employees | 16 6.67% |
of those in investment advisory functions | 3 50.00% |
Registration | SEC, Approved, 01/25/2020 |
AUM* | 492,303 277.53% |
of that, discretionary | 492,303 277.53% |
Private Fund GAV* | 0 |
Avg Account Size | 4,002 10.50% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 415 xxxxxxx |
Websites |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds