Double Finance Inc.
CRD 329617SEC# 801-129479San Francisco, CA
No longer SEC-registered. Double Finance Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$20.3M
Employees
5
Accounts
108
Location
San Francisco, CA
Double Finance Inc. assets under management
Double Finance Inc. is an investment advisory firm registered with the SEC based in San Francisco, CA. It reports $20.3 million in regulatory assets under management and employs 5 people.
Double Finance Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Julien Maxwell Control | Ceo, Cco | Under 5% | 2023 |
| The James Maxwell Trust Control | Owner | Over 75% | 2023 |
| James Julien Maxwell Control | Beneficiary | Over 75% | 2022 |
Frequently asked questions
How much does Double Finance Inc. manage?
Double Finance Inc. reports $20.3 million in regulatory assets under management on its Form ADV.
How many employees does Double Finance Inc. have?
Double Finance Inc. reports 5 employees.
Where is Double Finance Inc. located?
Double Finance Inc. is based in San Francisco, CA.
Does Double Finance Inc. disclose fund performance?
Double Finance Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 483 Broadway St, San Francisco, CA 94113 |
| Office hours | 5-Sep |
| Discloses disciplinary history | No |
Regulatory AUM
$20.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$20.3Mregulatory AUM
Discretionary $20.3M