Pocket Project
RIAState Registered
Total AUM
$6.8M
Discretionary
$6.8M
100% of AUM
Avg account
$67.8K
Accounts
101
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 310651
- Website
- www.pocketprojectfp.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pocket Project is an independent, LLC-structured registered investment adviser that serves individual and family clients, with portfolio management for individuals and small businesses and a focus on financial planning. Ownership is held by an individual. The firm charges fixed fees and hourly fees rather than AUM-based or commission models. Pocket Project does not identify as an ESG-focused investor, is not positioned as a capital allocator, and is not flagged as a multi-state or pension consultant adviser in the available records.
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 Funds95%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations