Double Finance Inc

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Assets, Funds, Holdings

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Double Finance Inc
CRD #329617
SEC #801-129479
CIK #
AUM $20.3 M (2025-06-25)
Employees 5 (20% Investors, 0% Brokers)
Phone415-366-3893
Address483 Broadway St
San Francisco, CA 94113
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($M)
25201510502011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 96 2.2
(b) Individuals (high net worth individuals) 12 18.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 108 20.3
By Discretionary
Discretionary 108 20.3
Non-Discretionary 0 0.0
Total 108 20.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 20.3
Total 108 20.3
Comparable Firms State AUM ($B)
Insights Investments LLC
CA 0.0
Brookside Studios LLC
0.0
BP Capital Fund Advisors LLC
0.0
Nabers Wealth LLC
AZ 0.0
Quantbase LLC
NY 0.0
Albert Investments LLC
CA 0.0
KJ Harrison & Partners USA Inc
0.0
Smartadvisor LLC
CA 0.0
Richline Capital Management Inc
0.0
Alpha Rock Investments LLC
PA 0.0
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