Socialtrader
Socialtrader is an SEC-registered ria in San Diego, CA with $73,145 assets under management (AUM, regulatory AUM), +999% over one year. See who owns Socialtrader: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326985, SEC 801-128322, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $73,145 (2026-03-31)
- Firm type
- Ria
- Location
- San Diego, CA
- Employees
- 4
- Clients
- 31
- CRD
- 326985
- Ownership
- WSCG, INC.; Foote, Brian; Hinshaw, Jeff; PALACIOS, DANIEL, ROBERT; Rodriguez-Arana, Alfonso
How much AUM does Socialtrader have?
Socialtrader reported $73,145 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Socialtrader?
Disclosed owners and executives of Socialtrader include WSCG, INC., Foote, Brian, Hinshaw, Jeff, PALACIOS, DANIEL, ROBERT, Rodriguez-Arana, Alfonso. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.