CIUDAD DE BUENOS AIRES 1414CRD 221523Latest ADV April 3, 2026
Poket Financial, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 3, 2026, reports $760,000 in regulatory assets under management, 1 employee, and 8 accounts.
Assets Under Management
$760K
Employees
1
Offices
--
Total Clients
8
Primary office
CIUDAD DE BUENOS AIRES 1414
GORRITI 4945, CIUDAD DE BUENOS AIRES 1414, Argentina
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$760Kas of April 3, 2026
Discretionary100.0%
$760K
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$760K
Total Accounts8
10Y AUM Change+$760K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee8:1
10Y Employee Change-3 (-75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.