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SUPPORTING YOUR CHOICES INC.

CRD 125367

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$46.5M

Discretionary AUM

$46.5M

Team

2 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

26-50

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2025-09-18

Disciplinary history

No

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  • SEC IAPD

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  • FINRA BrokerCheck

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Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals10$4.4M
High net worth individuals15$35.8M
Charitable organizations1$6.2M

All web addresses on file

Official SEC filing: View on IAPD