AUMdb

Antikythera Enterprises Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 282936 · · WWW.ANTIKYTHERAENTERPRISES.COM
☆ Save with Pro ADV data as of Apr 23, 2019
Regulatory AUM
$90.0K
Discretionary
$90.0K
Clients
Avg AUM / client
Accounts
2
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $90.0K 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/23/2019 966 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2019.

View current Form ADV (SEC/IAPD) ↗