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| Keyboard |
| Get Moving Inc
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|---|---|
| CRD # | 329172 |
| SEC # | 801-129242 |
| CIK # | |
| AUM | 4.1 M (2026-06-04) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 618-823-3733 |
| Address | 425 2nd Street San Francisco, CA 94107 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (6/4/2026) [Brochure] |
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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] |
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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 ($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) | |
|---|---|
| Serves | Retail, Research |
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