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ADAPTIVE FINANCIAL CONSULTING, LLC
ADAPTIVE FINANCIAL CONSULTING, LLC
BEACHWOOD, Ohio
·
2 registered advisors
·
CRD# 288185
SEC# 801-114947
3
440-359-3468
01
Firm Overview
AUM
$404M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ADAPTIVE FINANCIAL CONSULTING, LLC
2 registered advisors
Jeremy Bigelow Thompson
BEACHWOOD, Ohio
CRD# 4441474
Jonathan Ian Grundman
BEACHWOOD, Ohio
CRD# 6537885
05
Office Locations
BEACHWOOD, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. ADAPTIVE FINANCIAL CONSULTING, LLC (CRD# 288185) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.