$31.8K Total AUM
$31.8K Disc. AUM
-- 3Y CAGR
5 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2025
- Office Locations
- 1
Office Locations
16192 Coastal Highway Lewes DE
About Cagr Finance LLC
Cagr Finance LLC is a Lewes-based RIA. The firm has been operating for 0 years. Managing $31.8K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$31.8K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.7 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ARJUN NMN GOEL
Managing Member
- CRD
- #8133739
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,840 | $10,613 |
| Non-Discretionary | $0 | -- |
| Total | $31,840 | $10,613 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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