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BANTAM INC.
CRD 288075 · SEC 801-118447
107 EAST MEADOWBROOK LANE, STAATSBURG, NY, 12580, United States
Phone
(845) 605-1007
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$30.5M
Discretionary AUM
$29.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; FLAT FEE
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $30.5M |
All web addresses on file
- https://podcasts.apple.com/us/podcast/the-bantam-podcast/id1437830908
- https://www.instagram.com/jackduval91/
- https://linktr.ee/jackduval91
- https://www.bant.am
- https://tarotfso.substack.com/
- https://twitter.com/bdafhedge
- https://www.linkedin.com/company/bantam-inc
- https://www.linkedin.com/in/jackduval/
- https://www.youtube.com/feed/my_videos
Official SEC filing: View on IAPD