M
$3.4M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-05-2021
- Office Locations
- 1
Office Locations
-- Bloomington IN
About Mulberry Investors LLC
Mulberry Investors LLC is a Bloomington-based RIA. The firm has been operating for 5 years. Managing $3.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
$689.7K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
Z
Zhuohua Huang
Chief Compliance Officer, FOUNDER, PORTFOLIO MANAGER
- CRD
- #7197097
- 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 | $3,448,605 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,448,605 | -- |
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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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