⚲
|
Networth Literacy Inc
✚
|
|
---|---|
CRD # | 326911 |
SEC # | 801-128210 |
CIK # | |
AUM | $0.3 MM (2024-03-15) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 525515008812 |
Address | Av Marina Nacional 385 Mexico City, Mexico |
Source | [IAPD] |
Total AUM ($1000's) |
---|
AUM Breakdown | Accounts | AUM ($1000's) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 11 | 348.6 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 11 | 348.6 |
By Discretionary | ||
Discretionary | 11 | 348.6 |
Non-Discretionary | 0 | 0.0 |
Total | 11 | 348.6 |
By Non-United States Persons | ||
Non-United States Persons | 348.2 | |
United States Persons | 0.4 | |
Total | 11 | 348.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Magnum Research Global Limited
✚
|
0.0 | |
AURA Finance
✚
|
CA | 0.0 |
Path Digital Advisors LLC
✚
|
IL | 0.0 |
Next Financial Advisors LLC
✚
|
WA | 0.0 |
Elphinstone Inc
✚
|
NY | 0.0 |
GP Leach Securities LLC
✚
|
TX | 0.0 |
Invex Next LLC
✚
|
FL | 0.0 |
BBAE Advisors LLC
✚
|
TX | 0.0 |
Poket Financial LLC
✚
|
0.0 | |
Inversso LLC
✚
|
FL | 0.0 |