Adviser Profile

As of Date 02/29/2024
Registration status Registration Changed to VECTORSHARES LLC.
ADV Location TAMPA, FL, United States
Contact Info 813 xxxxxxx
Websites
AUM* 5,000,000
of that, discretionary 5,000,000
Number of Employees 4
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 185,185
% High Net Worth 76.47% -6%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

47M 40M 33M 27M 20M 13M 7M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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