GET Rich Slowly LLC
Firm details
- Headquarters
- ,
- CRD number
- 325584
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
GET Rich Slowly LLC is a small, individually owned advisory firm that provides financial planning and discretionary portfolio management for individuals, small businesses and business- or institution-level accounts. The firm’s reported activity centers on managed, discretionary assets and fee arrangements that include asset-based fees, hourly charges and fixed-fee engagements—suggesting a mix of ongoing portfolio management and engagement-by-project planning work. Investment positioning is conservative-to-core: the firm reports its primary exposure through public mutual funds and uses third-party vehicles for alternative real estate exposure. GET Rich Slowly LLC does not identify as an active ESG investor and is not registered as a multi-state adviser. Custody and trade execution are concentrated with Interactive Brokers.
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
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Bentley Makkar
PrincipalCRD 7705626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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