Firm CRD smoke-snaps
C0
CRD smoke-snaps
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
—
CRD
smoke-snaps
SEC file #
—
EIN
—
DBA names
—
Economics
AUM
—
AUM band
—
AUM trajectory
—
Client mix
—
Operations
Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
—
Branches
—
Custodian & Brokerage
Primary custodian
—
Services offered
—
Fee basis
—
Filings
Latest ADV filing
—
ADV-W filed at
—
Website
—
Compliance
Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾
Compliance & brand
All other collected signals (4)
Everything else we've pulled for this record, not yet curated into a section.