A complete list of active advisors currently associated with Ghost Strategies LLC
Warmer can help you find a great advisor at Ghost Strategies LLC or one who fits your needs even better.
Ghost Strategies LLC serves individual clients by providing portfolio management and investment advisory services. The firm operates as a solo independent adviser with a small client roster and approximately $1.0 million in assets under management. The firm's sole advisor directly manages client accounts and also performs the firm’s supervisory and compliance reviews. The advisor combines prior portfolio management experience with concurrent employment as a senior capital underwriter at a technology company, bringing underwriting experience to the firm’s investment analysis and raising considerations about time allocation. Compared with peers, Ghost Strategies is a recently established, very small practice (founded in late 2023) where the founder also serves as chief compliance officer and monitors client communications. The firm reports no disciplinary history and states it receives no outside compensation, facts that may be relevant for clients evaluating conflicts of interest and governance.
To learn more about the advisors currently working at Ghost Strategies LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Antonio, TX
| 2
|
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