U.S Cherry LLC
RIASEC Registered
Total AUM
$8.3M
Discretionary
$8.3M
100% of AUM
Avg account
$50.6K
Accounts
164
Employees
1
Advisory reps
2
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 311564
- Registered since
- January 16, 2024
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses87.29%
- Individuals11.83%
- HNWI0.88%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
U.S Cherry LLC is a limited liability company that provides portfolio management primarily for individual and small-business clients, and also serves some institutional accounts. The firm charges fees as a percentage of assets under management and identifies itself as an active ESG investor. U.S Cherry LLC is registered with the SEC; its SEC registration began in 2024.
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 Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 7901 4th St N
- Time zone
- ET (UTC-5)
- Office locations
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