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VOLT EQUITY LLC

2193 Fillmore Street
San Francisco, California 94115-2223
Tel: 415-993-8658

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About VOLT EQUITY LLC

VOLT EQUITY LLC, formally registered with the SEC as VOLT EQUITY LLC. The firm was established in 10/22/2020. They have over 1 offices throughout the country.

VOLT EQUITY LLC is a San Francisco, California based Financial Planning firm with nearly $4,772,153 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#310402
SEC#801-119673
Assets Managed by Firm$4,772,153
No. of Clients1
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total1$4,772,153

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