GET Rich Slowly LLC
Firm details
- Headquarters
- ,
- CRD number
- 325584
- Website
- getrichslowly.llc
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
GET Rich Slowly LLC is an individual-owned limited liability company that provides fee-based financial planning and discretionary portfolio management. Its advisory services cover individuals and small businesses as well as business or institutional accounts. The firm’s billing options include a percentage-of-assets-under-management model alongside hourly and fixed-fee engagements. According to the available record, the adviser is not flagged as an active ESG investor, is not identified as a multi-state adviser, and is not positioned as a capital allocator; the dataset lists the firm’s registration year as unknown and the firm is classified as unclassified.
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 Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Bentley Makkar
PrincipalCRD 7705626
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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