Adviser Profile
| As of Date | 02/26/2025 |
| Registration status | Registration Changed to REVO FINANCIAL, LLC |
| Contact Info | 918 xxxxxxx |
| Websites |
| AUM* | 118,570,330 167% |
| of that, discretionary | 106,236,545 139% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 624,054 178% |
| % High Net Worth | 14.74% 224% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds