99RISES INC.
  • 99RISES INC.
  • 99RISES

Adviser Profile

As of Date 12/10/2023
Registration status Terminated
ADV Location PLEASANTON, CA, United States
Contact Info 925 xxxxxxx
Websites
AUM* 539,417 97%
of that, discretionary 539,417 97%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 9,989 -2%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

539K 462K 385K 308K 231K 154K 77K
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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