Olde World Investments
Firm details
- Headquarters
- ,
- CRD number
- 329714
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Olde World Investments operates as a sole proprietorship with an individual owner and positions itself as a small advisory practice serving individuals and small businesses. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars or workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Olde World Investments is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds60%
- Exchange Traded Equities40%
Contacts
1 of 1
Sean Scruby
Owner, OperatorCRD 4545316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations