| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Everett Martello Control | Cfp And Cco | Over 75% | 2016 |
Effective Assets, Inc. reports $165.1 million in regulatory assets under management on its Form ADV.
Effective Assets, Inc. reports 2 employees.
Effective Assets, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 510-549-2525 |
| Fax | 510-295-2621 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $160M |
| Non-discretionary | $5.2M |
| Total (RAUM) | $165.1M |