Geddi Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 313214
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Geddi Capital LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on advisory relationships with individuals and families and offers financial planning and portfolio management services for individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed fees. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds72%
- Cash & Cash Equivalents28%
Contacts
1 of 1
Jesse Geary
CCOCRD 7342655
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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