FIGURE 8 INVESTMENT STRATEGIES LLC

1410 W Washington St
Boise, Idaho 83702
Tel: (208) 385-0078

About FIGURE 8 INVESTMENT STRATEGIES LLC

FIGURE 8 INVESTMENT STRATEGIES LLC, formally registered with the SEC as FIGURE 8 INVESTMENT STRATEGIES LLC. The firm was established in 03/11/2021. They have over 2 offices throughout the country.

FIGURE 8 INVESTMENT STRATEGIES LLC is a Boise, Idaho based Financial Planning firm with nearly $166,423,863 assets under management, offering retirement planning & investment advisory services to 400 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282973
SEC#	801-120489
Assets Managed by Firm	$166,423,863
No. of Clients	400
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	400	$166,423,863
Individuals (other than high net worth individuals)	124	$25,516,546
High net worth individuals	107	$123,299,350
Charitable organizations	10	$16,958,069
Corporations or other businesses	Fewer than 5 clients	$649,898

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