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FIRM PROFILE
Overview
NETSHARES FINANCIAL SERVICES LLC is located at 24285 Katy Freeway Suite 300-7, Katy, TX 77494 and was first established at Dallas, Delaware in 02/10/2020. After operating for 5 years, NETSHARES FINANCIAL SERVICES 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 NETSHARES FINANCIAL SERVICES LLC’s clients are individuals and 0% of their clients are high net worth individuals. NETSHARES FINANCIAL SERVICES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at NETSHARES FINANCIAL SERVICES LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 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 NETSHARES FINANCIAL SERVICES 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 NETSHARES FINANCIAL SERVICES 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.
Where the Statistical Data for NETSHARES FINANCIAL SERVICES LLC Comes From
Understanding the Statistics for NETSHARES FINANCIAL SERVICES LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
24285 Katy Freeway Suite 300-7, Katy, TX 77494
5554 S. Peek Road Pmb 8, Katy, TX 77450
Small
(800) 216-0360
Delaware since 02/10/2020
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| NETSHARES LLC | DIRECT OWNER | ||
| LEE, DAVID YOUNG | CEO/CCO.FINOP | 2605960 |
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Advisor's working at NETSHARES FINANCIAL SERVICES LLC
David Young Lee
Steven Allen Manning
Hasnain Nmn Naveed
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