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CRD#: 328918
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FIRM PROFILE
Assets Under Management:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for ITINERANT-GPS US, LLC Comes From
Understanding the Statistics for ITINERANT-GPS US, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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Employees
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Mailing Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Firm Size
Small
Phone Number
(949) 422-7528
Established
Delaware since 09/15/2023
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at ITINERANT-GPS US, LLC
BB
Bradley Barlow
RR
CRD#: 7837380
Location:
Newport Beach, CA 92663
Company:
ITINERANT-GPS US, LLC
Disclosures:
Experience:
1 year
EA
Elizabeth Marie Attanasio
RR
CRD#: 5325007
Location:
New York, NY 10004-2434
Company:
TRIVE NEW YORK LLC
Disclosures:
Experience:
16 years
CM
Caden Patrick Mcglinn
RR
CRD#: 7966877
Location:
Newport Beach, CA 92663
Company:
ITINERANT-GPS US, LLC
Disclosures:
Experience:
1 year
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