ADAPTIVE FINANCIAL CONSULTING, LLC

HTTPS://WWW.ADAPATIVEFC.COM BEACHWOOD, OH How do I update this listing?

Adaptive Financial Consulting is based out of Beachwood. Adaptive Financial Consulting is a large advisory firm with 84 clients and discretionary assets under management (AUM) of $152,325,658 (Form ADV from 2019-09-30). Their last reported 13F filing for Q4 2019 included $104,232,000 in managed 13F securities and a top 10 holdings concentration of 89.93%. Adaptive Financial Consulting's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 223,860. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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ADAPTIVE FINANCIAL CONSULTING, LLC
3401 ENTERPRISE PARKWAY SUITE 340
BEACHWOOD OH    44122
Country: United States

Business Phone: 440-359-3468
Fax: 440-359-3466
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 8
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 84
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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