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 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

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

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth