Double I Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 315372
- Registered since
- September 15, 2021
- Website
- www.dnb.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Double I Investments, LLC operates as a limited liability company focused on providing portfolio management services for individual and small business clients. Established in 2021 and registered with the SEC, the firm is classified as unclassified and does not engage in capital allocation or pension consulting. The firm operates under a fixed fee structure and does not actively pursue ESG investments. With a client base primarily consisting of individuals and families, Double I Investments emphasizes personalized investment strategies tailored to the specific needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2
Rebecca Malmrose
Chief Compliance OfficerCRD 6663663
Joshua Slater
CFOCRD 7412881
Contacts
1 of 1
John Houghton
AdvisorCRD 7412876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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