1201 N Market St.
Suite 500a
Wilmington, Delaware 19801
Tel: (312) 973-9555
INVESTMENT CARDS RIA LLC, formally registered with the SEC as INVESTMENT CARDS RIA LLC. The firm was established in 09/15/2017. They have over 1 offices throughout the country.
INVESTMENT CARDS RIA L.L.C. is a Wilmington, Delaware based Financial Planning firm with nearly $3,588 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 1 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289308 |
| SEC# | 801-111712 |
| Assets Managed by Firm | $3,588 |
| No. of Clients | 16 |
| No. of Advisors | 1 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $3,588 |
| Individuals (other than high net worth individuals) | 10 | $1,126 |
| High net worth individuals | 5 | $1,950 |
| Corporations or other businesses | 1 | $512 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
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