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Financial Avengers, Inc.

● SEC registered since 2013CRD 119636SEC# 801-78015Oakland, CA
Export (members)
Reg. AUM
$433.3M
Employees
2
Accounts
739
Location
Oakland, CA

Financial Avengers, Inc. assets under management

Financial Avengers, Inc. is an SEC-registered investment adviser based in Oakland, CA. The firm has been registered since 2013. It reports $433.3 million in regulatory assets under management and employs 2 people.
www.facebook.com/financialavengersView on SEC.gov ↗

Financial Avengers, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Arthur Laval McCord ControlCoo50-75%2000
Thomas Wainwright Swift ControlCeo/Chief Compliance Officer50-75%2000

Frequently asked questions

How much does Financial Avengers, Inc. manage?

Financial Avengers, Inc. reports $433.3 million in regulatory assets under management on its Form ADV.

How many employees does Financial Avengers, Inc. have?

Financial Avengers, Inc. reports 2 employees.

Where is Financial Avengers, Inc. located?

Financial Avengers, Inc. is based in Oakland, CA and has been SEC-registered since 2013.

Does Financial Avengers, Inc. disclose fund performance?

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

Contact & registration

Address827 Broadway, Suite 210, Oakland, CA 94607
Phone(415) 773-2174
Fax(415) 773-2194
Office hours9:00 a.m. To 6:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$433.3M
Non-discretionary$0
Total (RAUM)$433.3M