AUMdb

Coinage App Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 343278 · SEC file 801-137121 · · coinage-app.com
☆ Save with Pro ADV data as of Aug 24, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
79
Avg AUM / client
—
Accounts
0
Employees
1

AUM over time

$0 $0
Jul 20, 2026 Aug 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 24, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 79 $0 —

Disciplinary disclosures

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

How they charge

  • • Percentage of assets under management
  • • Fixed fees

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: Aug 24, 2026.

View current Form ADV (SEC/IAPD) ↗