9AT: PECUNIA - Summary

Adviser Profile

As of Date	11/23/2023
Registration status	Terminated
ADV Location	CHICAGO, IL, United States
Contact Info	312 xxxxxxx
Websites

AUM^*	0
of that, discretionary	0
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser SUMMIT CAPITAL SOLUTIONS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BFINANCE US LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser HINDUJA-LYNX INVESTMENT ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser KOBO RETIREMENT STRATEGIES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CLERKIE ADVISORY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser DIGITAL FUNDS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser OPTION RESEARCH & TECHNOLOGY SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SHAREBUILDER 401K	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser DEMARCHE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ALPHA CENTAURI WEALTH MANAGEMENT INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

A. Firm Description Pecunia Services Inc. (Pecunia) is a Delaware corporation formed on September 30, 2020. Pecunia is entirely owned by Jonathan Woznak. For additional information please direct any questions to [email protected]. B. Types of Advisory Services Pecunia (“we”, “us”, “our”) is a provider of workplace retirement plans. In this capacity Pecunia provides administrative, recordkeeping, and investment management services to employer- sponsored retirement plans (“clients”, “prospective clients”, “participants”, “members”). Pecunia is an entirely online investment platform which provides clients guidance in making long-term investment decisions using software models through our website, pecuniaplan.com. After plan participants complete a questionnaire assessing factors including but not limited to age, investing time horizon, and risk tolerance, Pecunia

provides investment portfolio recommendations through our website using proprietary software. Investment advice recommendations are made in the best interest of participants based on obtained information. Pecunia selects a Qualified Default Investment Alternative (“QDIA”) (as defined in the U.S. Department of Labor regulations related to ERISA) for participants who fail to elect an investment selection. C. Client-Tailored Services and Restrictions Pecunia is a fiduciary always acting in the best interest of clients, sponsors, employers, and participants. Clients are not obligated to act upon recommendation from Pecunia or its associates for nondiscretionary advisory services. A core selection of exchange traded funds and mutual funds is included in plan menus for Pecunia clients. D. Wrap Fee Programs Pecunia does not participate in a wrap fee program.

PECUNIA

PECUNIA

PECUNIA SERVICES INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PECUNIA PECUNIA PECUNIA SERVICES INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PECUNIA

PECUNIA

PECUNIA SERVICES INC.