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SOCIALTRADER
16192 Coastal Highway
Lewes, Delaware 19958
Tel: 619-500-6101
About SOCIALTRADER
SOCIALTRADER, formally registered with the SEC as SOCIALTRADER. The firm was established in 07/17/2023. They have over 1 offices throughout the country.
SOCIALTRADER is a Lewes, Delaware based Financial Planning firm with nearly $400 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326985 |
| SEC# | 801-128322 |
| Assets Managed by Firm | $400 |
| No. of Clients | 4 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Subscription fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $400 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $400 |
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