|
⚲
|
| Downshift Financial LLC
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|
|
|---|---|
| CRD # | 314068 |
| SEC # | 801-131232 |
| CIK # | |
| AUM | $135.4 M (2025-02-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 720-515-0564 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 0.2 |
| (b) Individuals (high net worth individuals) | 51 | 135.2 |
| (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 | 284 | 135.4 |
| By Discretionary | ||
| Discretionary | 284 | 135.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 284 | 135.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.4 | |
| Total | 284 | 135.4 |
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|---|---|---|
|
Invariant Investment Management LLC
✚
|
PA | 0.1 |
|
H S Dreher Capital Management LLC
✚
|
NC | 0.1 |
|
Butler Financial Services Inc
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|
CO | 0.1 |
|
Credentialed Wealth Advisors LLC
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|
CO | 0.1 |
|
Cedarwood Wealth LLC
✚
|
CO | 0.1 |
|
Game Plan Advisors Inc
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|
TX | 0.1 |
|
Preston F Sanders CHFC LLC
✚
|
GA | 0.1 |
|
Somerset Group LLC
✚
|
MN | 0.1 |
|
Financial Legacy Management Inc
✚
|
AR | 0.1 |
|
McKinley Money LLC
✚
|
WI | 0.1 |