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CRD#: 300634
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CULTIVATE CAPITAL GROUP, LLC is located at 859 Madison Avenue, Bridgewater, NJ 08807 and was first established at Woodbridge, Delaware in 12/11/2018. After operating for 7 years, CULTIVATE CAPITAL GROUP, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CULTIVATE CAPITAL GROUP, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CULTIVATE CAPITAL GROUP, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CULTIVATE CAPITAL GROUP, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CULTIVATE CAPITAL GROUP, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CULTIVATE CAPITAL GROUP, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CULTIVATE CAPITAL GROUP, LLC Comes From

Understanding the Statistics for CULTIVATE CAPITAL GROUP, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
859 Madison Avenue, Bridgewater, NJ 08807
Mailing Address
859 Madison Avenue, Bridgewater, NJ 08807
Firm Size
Small
Phone Number
(551) 279-3744
Established
Delaware since 12/11/2018
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FLYOVER HOLDINGS, LLCSOLE MEMBER
BLISS, RUSSELL KEITHCEO/CCO3275831
HOTTENROTH, MARY HELEN THERESEFINOP6600352

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at CULTIVATE CAPITAL GROUP, LLC

AE

Audrhei Sinead Encinas

RR
CRD#: 6311042
Location:
Bridgewater, NJ 08807
Company:
CULTIVATE CAPITAL GROUP, LLC
Disclosures:
Experience:
2 years
View Profile
MH

Mary Helen Therese Hottenroth

Mary Hottenroth, Tess Hottenroth
RR
CRD#: 6600352
Location:
Bridgewater, NJ 08807
Company:
CULTIVATE CAPITAL GROUP, LLC
Disclosures:
Experience:
9 years
View Profile
MS

Michele Ann Silvestro

Michele Silvestro
RR
CRD#: 6960939
Location:
Bridgewater, NJ
Company:
CULTIVATE CAPITAL GROUP, LLC
Disclosures:
Experience:
5 years
View Profile
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