Mostt Inc.
Firm details
- Headquarters
- Sherman Oaks, California
- CRD number
- 332063
- Registered since
- July 25, 2024
- Website
- mostt.co
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mostt Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is registered with the SEC (2024) and focuses on portfolio management for individuals and small businesses. Its client base is described as individuals and families, and it charges fixed fees rather than asset-based or performance fees. The firm does not identify as an ESG investor, does not function as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Business activity is narrowly framed around discretionary portfolio management for smaller private clients, suggesting a boutique operating model with a compact service offering rather than institutional or family-office breadth.
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
- Exchange Traded Equities100%
Owners & executives
2 of 2
Ksenia Yudina
COO & CCOCRD 5558318
Dmitrii Kalichkin
CEO & Co-FounderCRD 7943527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sherman Oaks, CA
Los Angeles
Location
Sherman Oaks, CA
Headquartered in Sherman Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 14140 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
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