Geek Advisors, Inc. (Boca Raton)

Name: Geek Advisors, Inc.
Address: 999 Yamato Road, Boca Raton, FL, 33431
Telephone: 561-862-0134

Geek Advisors, Inc. is a large advisory firm based in Boca Raton. It manages $30.8 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and New York.

Geek Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Geek Advisors: assets under management

The assets under management (AUM) of Geek Advisors, Inc. is $30.8 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Geek Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Geek Advisors, Inc.

Kautilya Sharma has been acting as President since 1 Nov 2001. Inc. Trade Tech Holdings joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Trade Tech Holdings	Shareholder	1 Nov 2001	75% - 100%	25-1826677
Kautilya Sharma	President	1 Nov 2001	Other	2124304

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Kautilya Sharma	President and shareholder	1 Jan 1999	75% - 100%	2124304

Based in Boca Raton

The principal office where Geek Advisors, Inc. performs its advisory services is located at 999 Yamato Road, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-862-0134 or by fax 561-862-0135. The normal business hours are 8a.m.-5p.m. on Monday - Friday. You can find more information about the New York firm at www.geeksecurities.com.