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INVESTMENT CARDS RIA L.L.C.

1201 N Market St.
Suite 500a
Wilmington, Delaware 19801
Tel: (312) 973-9555

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About INVESTMENT CARDS RIA L.L.C.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#289308
SEC#801-111712
Assets Managed by Firm$3,588
No. of Clients16
No. of Advisors1

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total16$3,588
Individuals (other than high net worth individuals)10$1,126
High net worth individuals5$1,950
Corporations or other businesses1$512

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