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Alfonso Rodriguez-Arana

SOCIALTRADER.AI INC.·LEWES, Delaware
Unclaimed Profile
16192 COASTAL HIGHWAY, LEWES, DE 19958CRD# 7761216Firm CRD# 326985
01

About

Alfonso Rodriguez-Arana is a registered financial advisor based in LEWES, Delaware, affiliated with SOCIALTRADER.AI INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOCIALTRADER.AI INC.
SOCIALTRADER
AUM
$400
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SOCIALTRADER.AI INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Fixed fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7761216
Firm CRD# 326985
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alfonso Rodriguez-Arana offer?
Alfonso Rodriguez-Arana specializes in Financial Planning, Investment Management. Contact their office in LEWES, Delaware for a consultation.
What are Alfonso Rodriguez-Arana's credentials?
Alfonso Rodriguez-Arana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfonso Rodriguez-Arana located?
Alfonso Rodriguez-Arana is based in LEWES, Delaware, working with SOCIALTRADER.AI INC.. Their office serves clients in the LEWES metropolitan area and surrounding communities.
How does Alfonso Rodriguez-Arana charge for services?
Alfonso Rodriguez-Arana's firm is compensated through percentage of aum, fixed fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOCIALTRADER.AI INC.?
SOCIALTRADER.AI INC. has approximately 1 employees and manages $400 in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)NEWARK (21)HOCKESSIN (12)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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