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| Candlestick Advising Technologies Inc
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| CRD # | 333215 |
| SEC # | 801-131487 |
| CIK # | |
| AUM | 0.0 M (2026-03-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 973-932-9139 |
| Address | |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($k) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/15/2026) [Brochure] |
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Item 5. Fees and Compensation Candlestick charges an Advisory Fee to clients based on a percentage of assets under management. The specific Advisory Fee charged by the Firm for its advisory services will be outlined in each client’s Investment Advisory Agreement. The maximum Advisory Fee charged by Candlestick is a 1.25% fee on assets under management plus a flat $6/month fee, although we may charge a lower amount depending on AUM, complexity and risk level of the specific strategy. Candlestick charges this fee monthly in arrears and defines assets under management for the fee calculation as the average daily balance of assets invested into each strategy over the month for which the fee has accrued. We deduct fees from the client’s advisory account, monthly. Clients pay the fees even if they do not have any transactions. This means that the fee, when charged, will decrease a client’s assets under management with us. Each time a client uses our advisory services, they reaffirm their agreement that we may charge their account for the specified period. In the event that we cannot charge Advisory Fees to the client’s account, we reserve the right to terminate their access to our advisory services. Each client may also terminate our services at any time, at which any accrued fees that have not been yet charged shall be charged prior to account termination and withdrawal. The qualified custodian agrees to deliver an account statement, at least quarterly, directly to the client, showing all disbursements from the account. The client is encouraged to review all account statements for accuracy. we will receive access to a duplicate copy of the statement that was delivered to the client. After signing up, a client may terminate the agreement through the app at any time. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/15/2026) [Brochure] |
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Item 7. Account Requirements and Types of Clients Clients participating in advisory services include individuals and small businesses. There is no account minimum. |
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 40.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 200 | 40.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 200 | 40.0 |
| Total | 200 | 40.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.0 | |
| Total | 200 | 40.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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