MOSTT INC.
Firm details
- Headquarters
- SHERMAN OAKS, California
- CRD number
- 332063
- Registered since
- July 25, 2024
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mostt Inc. is a small corporate registered investment adviser that provides portfolio management for individuals and small businesses. The firm uses a fixed-fee pricing model rather than asset-based fees and does not position itself as an ESG-active or multi-state adviser. Client focus is retail—individuals and families—managed under discretionary mandates. Investment activity is concentrated in publicly traded equities, with an emphasis on exchange-traded securities as the primary vehicle for implementing client strategies. The adviser appears set up to serve a large number of very small accounts rather than a concentrated high-net-worth client base. Given the fixed fees and equity preference, Mostt Inc. likely targets straightforward equity allocations and cost-efficient ETF exposure alongside select third-party alternatives for clients who require them.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Owners & executives
2 of 2KSENIA YUDINA
COO & CCOCRD 5558318
Dmitrii Kalichkin
CEO & Co-FounderCRD 7943527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHERMAN OAKS, CA
LOS ANGELES
Location
SHERMAN OAKS, CA
Headquartered in SHERMAN OAKS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 14140 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
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