SOCIALTRADER.AI INC.

SOCIALTRADER
LEWES, Delaware·2 registered advisors·CRD# 326985
SEC# 801-1283220619-500-6101
01

Firm Overview

AUM
$400
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Fixed fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOCIALTRADER.AI INC.

2 registered advisors
Alfonso Rodriguez-Arana
LEWES, Delaware
Daniel Robert Palacios
EL CAJON, California
05

Office Locations

EL CAJON, California
1 advisor
LEWES, Delaware
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SOCIALTRADER.AI INC. (CRD# 326985) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.