Overview
Assets Under Management: $233 million
High-Net-Worth Clients: 6
Average Client Assets: $2.3 million
Frequently Asked Questions
ADASINA SOCIAL CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151411), ADASINA SOCIAL CAPITAL is subject to fiduciary duty under federal law.
ADASINA SOCIAL CAPITAL serves 6 high-net-worth clients according to their SEC filing dated November 14, 2024. View client details ↓
According to their SEC Form ADV, ADASINA SOCIAL CAPITAL offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
ADASINA SOCIAL CAPITAL manages $233 million in client assets according to their SEC filing dated November 14, 2024.
According to their SEC Form ADV, ADASINA SOCIAL CAPITAL serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.88%
Average Client Assets: $2.3 million
Total Client Accounts: 112
Discretionary Accounts: 112
Regulatory Filings
CRD Number: 151411
Filing ID: 1913594
Last Filing Date: 2024-11-14 16:21:00