808 Investments
Firm details
- Headquarters
- ,
- CRD number
- 334068
- Website
- www.808investments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.03%
- Individuals40.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
808 Investments is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients, as well as small businesses, with financial planning and portfolio management services. Its fee model combines a percentage-of-assets under management with the option for fixed fees. According to the available filing details, 808 Investments does not position itself as an ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities53%
- Non-Exchange Traded Equities21%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Abbey Spoo
Managing MemberCRD 3246860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations