Decode Finance LLC
● SEC registered since 2024CRD 331985Palo Alto, CA
Reg. AUM
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Employees
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Accounts
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Location
Palo Alto, CA
About Decode Finance
Decode Finance offers technology-driven portfolio optimization for retirement accounts such as 401(k)s and IRAs. It provides personalized recommendations, rebalancing, and ongoing monitoring across a large mutual fund database.
Summary based on the firm’s website.
Decode Finance LLC assets under management
Decode Finance LLC is an investment advisory firm registered with the SEC based in Palo Alto, CA. The firm has been registered since 2024.
Decode Finance LLC owners & executives
0 reportedNone reported.
Frequently asked questions
Where is Decode Finance LLC located?
Decode Finance LLC is based in Palo Alto, CA and has been SEC-registered since 2024.
Does Decode Finance LLC disclose fund performance?
Decode Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4153 Byron St, Palo Alto, CA 94306 |
| Phone | 408-500-8242 |
| SEC region | San Francisco Regional Office (SFRO) |