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CRD#: 341877
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 SRD INNOVATION FUND LLC Comes From
Understanding the Statistics for SRD INNOVATION FUND LLC 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
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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
3315 Somerset Way, Carson City, NV 89705
Phone Number
(425) 785-1211
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at SRD INNOVATION FUND LLC
Lawrence L Birch IV
RR
CRD#: 7147525
Location:
Cherry Hill, NJ 08034
Company:
NYLIFE SECURITIES LLC
Disclosures:
Experience:
5 years
Casey John Berrall
IAR
CRD#: 4725677
Location:
Brookfield, WI 53045
Company:
BKM WEALTH MANAGEMENT
Disclosures:
Experience:
22 years
YT
Yuliya Volodymyrivna Tkachyshyn
PR
CRD#: 5566215
Location:
Jersey City, NJ 07302
Company:
NYLIFE DISTRIBUTORS LLC
Disclosures:
Experience:
17 years
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