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Building 2SPHINX INVESTMENTS LLC

Map pin
Phone833-247-7833
NotebookSEC #801-130184
Total AUM
$46.1M
Employees
3
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
833-247-7833
Other Offices
5

ReceiptFinancials

Total AUM
$46.1M
Accounts
126
Discretionary
$46.1M
Accounts
126
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
114
AUM
$25.5M
HNW Individual Clients
11
AUM
$20.6M
Investment Company Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
CAFLKSMOMTNJTXVAWA

HandshakeAffiliates

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

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