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CRD#: 327704
RIA
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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
Where the Statistical Data for CLIPWAY LIMITED Comes From
Understanding the Statistics for CLIPWAY LIMITED and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Yalding House 152-156 Great Portland Street 5th And 6th Floors, London, W1W6AJ
Phone Number
+44(0)-7789-960521
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| VALLANO, INGMAR | MANAGING PARTNER | 06/2023 | 7802000 |
| GOMBAULT, VINCENT, PIERRE | MANAGING PARTNER | 06/2023 | 4790955 |
| ENRIQUEZ, J. DAVID | PARTNER | 03/2023 | 4282124 |
| SOCIETE DU PRE AU LION | SHAREHOLDER | 06/2023 | |
| CHGP | SHAREHOLDER | 06/2023 | |
| GAP INVESTMENTS HOLDCO, L.P. | SHAREHOLDER | 06/2023 | |
| MOTTERM, CAMILLA, SOPHIE | CHIEF FINANCIAL OFFICER | 05/2023 | 7802020 |
| VALLANO, SABRINA, BEATRICE | GENERAL COUNSEL | 02/2023 | 7802023 |
| CLIPWAY LIMITED | OWNER OF CLIPWAY (US) LLC | 01/2023 | 327704 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CLIPWAY LIMITED
HF
Harlan Jay Fischer
IAR
RR
CRD#: 811927
Location:
Setauket, NY 11733
Company:
CETERA INVESTMENT ADVISERS LLC
Disclosures:
Experience:
50 years
Kyle Vann Mylius
IAR
CRD#: 2658148
Location:
Seattle, WA 98121
Company:
HUMANIZE WEALTH
Disclosures:
Experience:
30 years
ED
Edgar Duran
RR
CRD#: 2408256
Location:
West Palm Beach, FL 33409
Company:
TRANSAMERICA FINANCIAL ADVISORS, LLC
Disclosures:
Experience:
20 years
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