PERCENT SECURITIES, LLC

Overview

Percent Securities, LLC is organized as a limited liability company and shows SEC registration in 2023. Public filings for the firm provide very limited detail about its business model: the entity is classified as "Unclassified" and has not disclosed client types, advisory activities, or fee arrangements in the materials provided. Regulatory metadata indicates the owner type as a domestic entity and an individual. The firm is not identified as a capital allocator, is not an active ESG investor, and is not designated a multi-state adviser. It is also not listed as a pension consultant or a related adviser, and records indicate it is not treated as a newly formed adviser despite the recent SEC registration.

Assets & Accounts