|
⚲
|
| Networth Literacy Inc
✚
|
|
|---|---|
| CRD # | 326911 |
| SEC # | 801-128210 |
| CIK # | |
| AUM | $14.4 M (2026-01-08) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 525515008812 |
| Address | Av Marina Nacional 385 Mexico City, Mexico |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 14.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 14.4 |
| By Discretionary | ||
| Discretionary | 220 | 14.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 220 | 14.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.4 | |
| United States Persons | 0.0 | |
| Total | 220 | 14.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
URSA Financial LLC
✚
|
0.0 | |
|
Caterer Goodman Partners Ltd
✚
|
0.0 | |
|
Beanstox Inc
✚
|
0.0 | |
|
Overseas Capital Management LLC
✚
|
0.0 | |
|
DAC Davis Investment Counsel Inc
✚
|
0.0 | |
|
Palos Management Inc
✚
|
0.0 | |
|
Directional Financial Services LLC
✚
|
WA | 0.0 |
|
Northfront Financial USA Inc
✚
|
0.0 | |
|
Advisors Crypto Inc
✚
|
TX | 0.0 |
|
Skyview Pinnacle Inc
✚
|
0.0 |