Bitcoin Standard
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 326609
- Website
- bitcoinstandardllc.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bitcoin Standard LLC is a Florida-based advisory firm structured as a limited liability company and owned by an individual. The firm provides financial planning and portfolio management services targeted at individuals and small businesses. Its stated fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm does not identify as an ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
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
Owners & executives
1 of 1David Bertoncini
Chief Compliance OfficerCRD 7733152
Contacts
1 of 1Kelyn Bertoncini
SecretaryCRD 7734711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 200 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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