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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-11-2016
- Office Locations
- 1
Office Locations
About II Technology, LLC
II Technology (Austin, TX) builds ARMOR, an active risk management overlay for advisors, CIOs and investment teams. The platform improves ETF portfolio construction by analyzing correlation/volatility and diversifying underlying risk factors, then monitors risk daily to keep strategies within advisor-set risk levels. Users receive daily email risk reports with threshold rebalancing alerts and updated allocations, enabling scalable, personalized portfolios (Schwab custody per ADV).
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Owner & Executives
MARK EDWARD ABRAHAM MR.
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2610650
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Isabella Ray Hambleton
--
- CRD
- #8174690
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,486,132 | $1,349,538 |
| Non-Discretionary | $0 | -- |
| Total | $40,486,132 | $1,349,538 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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