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METHOD FINANCE, LLC

CRD 170647

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$54.6M

Discretionary AUM

$54.6M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-12

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals36$19.2M
High net worth individuals20$35.5M

All web addresses on file

Official SEC filing: View on IAPD