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Building 2AFINITIV LLC

Map pinSHERIDAN, WY
Phone+61404730453
NotebookSEC #801-117750
Total AUM
$270.8K
Employees
2
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 NORTH GOULD STREET
SUITE R
SHERIDAN
WY 82801
United States
Operating Hours
24/7
24/7 ONLINE
Phone
+61404730453

ReceiptFinancials

Total AUM
$270.8K
Accounts
7
Discretionary
$150.3K
Accounts
6
Non-Discretionary
$120.6K
Accounts
1

ContactClients

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Individual Clients
12
AUM
$71.9K
Pension/Profit Sharing Plan Clients
2
AUM
$142.4K
Charitable Organization Clients
1
AUM
$56.5K

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
ONLINE 'ROBO' ADVICE, WHICH PROVIDES PORTFOLIO RECOMMENDATIONS ON THE BASIS OF RESPONSES TO AN ONLINE QUESTIONNAIRE.
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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