NUTS2INVEST.COM, LLC
Adviser information for NUTS2INVEST.COM, LLC last updated from Form ADV on February 26th, 2024. 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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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 |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | SELF-HELP (DO-IT-YOURSELF OR DIY) INVESTMENT PORTFOLIO SERVICES AT INVESTORS' SPECIFIC DIRECTIONS |
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Compensation | Subscription fees |
Identifiers
SEC RIA File Number | 801-76998 |
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SEC ERA File Number | 801-76998 |
SEC CIK Numbers | None |
SEC CRD Numbers | 164438 |
Legal Entity Identifier | None |
Principal Office
7413 YARROW LN.TIPP CITY
OH
United States
MONDAY-SUNDAY, 9:00AM-5:00PM
Tel: 937-506-7789, Fax: 937-506-7789
Websites
Chief Compliance Officer
SUNIL KULKARNI
CEO AND CCO
7413 YARROW LN.
TIPP CITY
OH
United States
Tel:
937-2691116
S**********@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KULKARNI, SUNIL | Individual | – | CEO & CCO | 01/2012 | > 75% |