$60.0K Total AUM
$60.0K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2025
- Office Locations
- 1
Office Locations
425 Austin Avenue Suite 1205 Waco TX
About Broken Investing, LLC
Broken Investing, LLC is a Waco-based RIA. The firm has been operating for 0 years. Managing $60.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$60.0K AVG AUM / ADVISOR
$10.0K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RISHI R SRIRAM
Managing Member, Owner
- CRD
- #7881514
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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