Socialtrader

San Diego, CA. Legal name: Socialtrader.ai Inc.

$73,145 managed

Call 2097328731Search this firm’s advisors

About the firm

A registered investment advisory firm based in San Diego, California. It manages about $73,145 for roughly 31 individual clients. Services include financial planning, investment management for individuals and small businesses, newsletters and publications.

How they work

How they’re paid ?A percentage of the assets they manage; Subscription fees; A share of investment gains

Typical client size ?$2,360

Assets under management ?$73,145

Individual clients31

Median years of experience–

FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesNewsletters and publications

Advisors at Socialtrader

Contact the firm directly. This firm doesn’t list individual advisors in the official records. Call or visit the firm’s website to find out who you’d work with. 2097328731

Also known as

Socialtrader.ai Inc.

About Socialtrader

How do I contact Socialtrader?

Call the main office at 2097328731. The main office is at 750 B Street Suite 1960, San Diego, CA 92101.

How is Socialtrader paid?

The firm reports being paid by a percentage of the assets they manage, subscription fees, a share of investment gains. Ask for your total yearly cost in dollars.

What services does Socialtrader offer?

Financial planning, Investment management for individuals and small businesses, Newsletters and publications.

How many advisors work at Socialtrader?

We list 0 advisors currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.