GET Rich Slowly LLC

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$2.5M
Accounts
1
Employees
1
Advisory reps
1

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

FINTRX

Overview

GET Rich Slowly LLC is an individual-owned limited liability company that provides fee-based financial planning and discretionary portfolio management. Its advisory services cover individuals and small businesses as well as business or institutional accounts. The firm’s billing options include a percentage-of-assets-under-management model alongside hourly and fixed-fee engagements. According to the available record, the adviser is not flagged as an active ESG investor, is not identified as a multi-state adviser, and is not positioned as a capital allocator; the dataset lists the firm’s registration year as unknown and the firm is classified as unclassified.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Bentley Makkar

    Bentley Makkar

    PrincipalCRD 7705626

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth