SOCIALTRADER

SOCIALTRADER.AI INC.

CRD 326985 · SEC 801-128322

750 B STREET SUITE 1960, SAN DIEGO, CA, 92101, United States

Phone

2097328731

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$73K

Discretionary AUM

Team

4 total employees; 0 advisory reps

Clients

26-50

Fees

Percentage of AUM; Subscription fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Publication of periodicals

Type	Clients	AUM
Individuals	23	$62K
High net worth individuals	8	$11K

Official SEC filing: View on IAPD