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Downshift Financial, LLC

● SEC registered since 2024CRD 314068SEC# 801-131232
Export (members)
Reg. AUM
$135.4M
Employees
3
Accounts
284
Location
—

Downshift Financial, LLC assets under management

Downshift Financial, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $135.4 million in regulatory assets under management and employs 3 people.
downshiftfinancial.comView on SEC.gov ↗

Downshift Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Edwin Si-Wei Liang ControlPartner50-75%2021
Travis Eugene Hughes ControlPartner, Cco50-75%2021

Frequently asked questions

How much does Downshift Financial, LLC manage?

Downshift Financial, LLC reports $135.4 million in regulatory assets under management on its Form ADV.

How many employees does Downshift Financial, LLC have?

Downshift Financial, LLC reports 3 employees.

Does Downshift Financial, LLC disclose fund performance?

Downshift Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(720) 515-0564
Office hoursBy Appointment Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$135.4M
Non-discretionary$0
Total (RAUM)$135.4M