$254.1K Total AUM
$254.1K Disc. AUM
-- 3Y CAGR
4 Employees
1,230 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
14140 Ventura Blvd. STE 208 Sherman Oaks CA
About Mostt Inc.
Mostt Inc. is an SEC-registered investment adviser offering Mostt, a mobile investing app for parents saving and investing for their kids. The app supports recurring contributions and round-ups, progress tracking, and a money-growth calculator with hypothetical projections, and it positions itself as a family-friendly solution using intelligent AI. Brokerage is provided via Alpaca Securities LLC.
Team overview
34 AVG AGE
$254.1K AVG AUM / ADVISOR
$207 AVG AUM / CLIENT
2.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
K
KSENIA Y YUDINA
Chief Compliance Officer, Chief Executive Officer, Co-founder
- CRD
- #5558318
- Ownership
- 50% but less than 75%
Available
Available
Available
D
Dmitrii Kalichkin
Co-founder
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $254,054 | $207 |
| Non-Discretionary | $0 | -- |
| Total | $254,054 | $207 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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