Get Moving Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Get Moving Inc
CRD #329172
SEC #801-129242
CIK #
AUM 4.1 M (2026-06-04)
Employees 4 (25% Investors, 0% Brokers)
Fees
Minimum
Phone618-823-3733
Address425 2nd Street
San Francisco, CA 94107
Source [IAPD] [Website]
Total AUM ($M)
5.04.03.02.01.00.02010201520212027
Fees and Compensation — Form ADV Part 2A (6/4/2026) [Brochure]
Item 5.   Fees and Compensation

Finvest 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 Advisory Fee charged by Finvest is a 0.3% fee on assets under management for the treasury
and corporate bond holdings only. Finvest charges this fee monthly in arrears and defines assets
under management for the fee calculation as the average daily balance of assets over the
month for which the fee has accrued. Finvest reserves the right to charge a lower amount than
this to clients.

We deduct fees from the Client’s advisory account, monthly. Clients pay the fees even if they do
not have any transactions.

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 a Client’s 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.

For the initial period of portfolio management services, the first period’s fees will be calculated
on a pro-rata basis at the beginning of the following month, for the payment in arrears. 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 (6/4/2026) [Brochure]
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 ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,898 4.1
(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 1,898 4.1
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1,898 4.1
Total 1,898 4.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.1
Total 1,898 4.1
Firm Profile (Form ADV)
ServesRetail, Research
Comparable Firms State AUM
Blue Sky Wealth Partners LLC
5.9 M
Streetbeat LLC
DE 4.9 M
The Zillenial Advisors LLC
1.5 M
Ascension Advisors Arizona LLC
AZ 1.1 M
Lloyd Tevis Investments LLC
CA 0.4 M
Sanostro AG
0.3 M
Pioneer Advisory LLC
NJ 0.1 M
Socialtraderai Inc
CA 0.1 M
El Menudo Cuenta LLC
FL 0.0 M
Musaffa LLC
NY 0.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com