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SPHINX INVESTMENTS LLC
919 East Main Street
Suite 1000
Richmond, Virginia 23219
Tel: 833-247-7833
About SPHINX INVESTMENTS LLC
SPHINX INVESTMENTS LLC, formally registered with the SEC as SPHINX INVESTMENTS LLC. The firm was established in 05/01/2024. They have over 1 offices throughout the country.
SPHINX INVESTMENTS LLC is a Richmond, Virginia based Financial Planning firm with nearly $12,570,000 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327836 |
| SEC# | 801-130184 |
| Assets Managed by Firm | $12,570,000 |
| No. of Clients | 51 |
| No. of Advisors | 1 |
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 investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 51 | $12,570,000 |
| Individuals (other than high net worth individuals) | 44 | $2,470,000 |
| High net worth individuals | 6 | $10,100,000 |
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