SWITCHBACKS CAPITAL ADVISORY, LLC

Overview

Switchbacks Capital Advisory, LLC is organized as a limited liability company and identified as an individual-owned advisory practice. The firm provides financial planning and portfolio management services targeted at individuals and small businesses. Its compensation options include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The record indicates the adviser is not classified as a capital allocator, is not active in ESG investing, and does not operate as a multistate adviser. The registry does not report an SEC registration year.

Assets & Accounts

Investments & Alternatives