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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Brinkley-svanberg is an investment advisor representative at Bodhi Tree Capital Management, LLC. Adam is licensed to provide investment advice in Nevada. Adam has been in the industry since April 2014 and has passed the Uniform Investment Adviser Law Examination (Series 65). Adam is also registered as an investment advisor representative in Nevada. Bodhi Tree Capital Management, LLC is an investment advisor firm that provides portfolio management services to high-net-worth individuals, pooled investment vehicles, and other investment advisors. The firm manages approximately $25,100,000 in assets. The firm's clients have an average net worth of $2,510,000. The firm charges fees based on a percentage of assets under management and performance-based fees.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NV
05/21/2014 - Present
Bodhi Tree Capital Management, LLC (INCLINE VILLAGE NV)
IA
Issued 05/07/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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