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Double Finance Inc.

CRD 329617SEC# 801-129479San Francisco, CA
Export (members)
No longer SEC-registered. Double Finance Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$20.3M
Employees
5
Accounts
108
Location
San Francisco, CA

Double Finance Inc. assets under management

Double Finance Inc. is an investment advisory firm registered with the SEC based in San Francisco, CA. It reports $20.3 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Double Finance Inc. owners & executives

3 reported
NameTitleOwnershipSince
James Julien Maxwell ControlCeo, CcoUnder 5%2023
The James Maxwell Trust ControlOwnerOver 75%2023
James Julien Maxwell ControlBeneficiaryOver 75%2022

Frequently asked questions

How much does Double Finance Inc. manage?

Double Finance Inc. reports $20.3 million in regulatory assets under management on its Form ADV.

How many employees does Double Finance Inc. have?

Double Finance Inc. reports 5 employees.

Where is Double Finance Inc. located?

Double Finance Inc. is based in San Francisco, CA.

Does Double Finance Inc. disclose fund performance?

Double Finance Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address483 Broadway St, San Francisco, CA 94113
Office hours5-Sep
Discloses disciplinary historyNo

Assets under management

Discretionary$20.3M
Non-discretionary$0
Total (RAUM)$20.3M