Adviser Profile
| As of Date | 10/06/2024 |
| Registration status | Registration Changed to DOWNSHIFT FINANCIAL, LLC |
| Contact Info | (72 xxxxxxx |
| Websites |
| AUM* | 102,760,000 43% |
| of that, discretionary | 100,760,000 40% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,741,695 360% |
| % High Net Worth | 86.44% 19% |
| 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
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds