INVESTING ONLINE LLC

Adviser information for INVESTING ONLINE LLC last updated from Form ADV on December 15th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-129325
SEC ERA File Number 801-129325
SEC CIK Numbers None
SEC CRD Numbers 329196
Legal Entity Identifier None

Principal Office

2450 COLORADO AVENUE, SUITE 100E
SANTA MONICA
CA
United States
Monday - Friday, 9-5
Tel: 310-818-3740, Fax: None

Chief Compliance Officer

KAITLYN WULFKEN
40 EXCHANGE PLACE
40
NEW YORK
NY
United States
Tel: 6318380136
(Full email address available in API data)

Regulatory Contact

SAUL COHEN
CEO
2450 COLORADO AVENUE
SUITE 100E
SANTA MONICA
CA
United States

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WULFKEN, KAITLYN, PAMELA Individual CHIEF COMPLIANCE OFFICER 12/2023 < 5%
COHEN, SAUL, JONATHAN Individual CEO 12/2023 < 5%
CLIFTON SOFTWARE INC Foreign Entity PARENT COMPANY 12/2023 > 75%
COHEN, SAUL, JONATHAN Individual CLIFTON SOFTWARE INC OWNER 01/2021 50-75%
BERTOLAMI, JOSEPH Individual CLIFTON SOFTWARE INC OWNER 01/2021 25-50%

No. Employees, Historic

1050202320242 on 12/11/20232 on 12/15/2023

RAUM, Historic

000202320240 on 12/11/20230 on 12/15/2023