Pocket Project
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
💲 Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 0
- 🧾 Number of accounts: 30
- 🛍 Average Account Size: $16,446
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External Links:
📈 Minimum to Invest:
🎓 Discounts for Trainees:
📊 One-time plan creation fee:
🕰 Founded:
🇺🇲 SEC Number: N/A
🗃 CRD Number: 310651
☎ Phone Number: (309) 786-5384
📧 Email:
🐦 Twitter:
🖇 LinkedIn: https://www.linkedin.com/company/pocket-project/
🦾 Website Accessibility Score: 98 / 100
⌛ First Indexed: 2023-03-16
📰 Last Updated: 2023-03-08