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RULE72 FINANCIAL
RULE72 FINANCIAL LLC
CRD 316922
46179 WESTLAKE DRIVE, SUITE 330, POTOMAC FALLS, VA, 20165, United States
Phone
571-517-1246
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $1.1M |
| High net worth individuals | 13 | $7.3M |
All web addresses on file
Official SEC filing: View on IAPD