D
$50.0K Total AUM
$50.0K Disc. AUM
-- 3Y CAGR
3 Employees
4 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2020
- Office Locations
- 1
Office Locations
-- Sandy UT
About Double I Investments, LLC
Double I Investments, LLC is a Sandy-based RIA. The firm has been operating for 6 years. Managing $50.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$50.0K AVG AUM / ADVISOR
$12.5K AVG AUM / CLIENT
6.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN PYPER HOUGHTON
President
- CRD
- #7412876
- Ownership
- 50% but less than 75%
Available
Available
Available
REBECCA ANN MALMROSE
Chief Compliance Officer
- CRD
- #6663663
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000 | $12,500 |
| Non-Discretionary | $0 | -- |
| Total | $50,000 | $12,500 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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