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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-25-2020
- Office Locations
- 1
Office Locations
About Sidepocket Incorporated
Sidepocket is an SEC-registered internet advisor offering index-tracking ETF model portfolios with quant automation, purposeful rebalancing, and precision hedging aimed at managing volatility and drawdowns (including in IRAs). The platform provides clear, real-time risk metrics (Sharpe/Sortino/volatility) and performance transparency, with custody at Apex Clearing. Clients can be connected to vetted partners for planning, taxes, and estate needs.
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Owner & Executives
DANIEL PRZEMYSLAW IDZKOWSKI
Associate, Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Alex Morgan McQuown
--
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $914,547 | $15,242 |
| Non-Discretionary | $0 | -- |
| Total | $914,547 | $15,242 |
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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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