DOWNSHIFT FINANCIAL, LLC
Doing business as DOWNSHIFT FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$214,650,000
Discretionary
$211,846,000
Non-discretionary
$2,804,000
Firm details
- CRD number
- 314068
- SEC file number
- 801-131232
- Employees
- 3
- SEC status
- Approved
- Website
- https://downshiftfinancial.com/
- Fee structure
-
Fixed fees
As of November 2026.