POKET FINANCIAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $760K |
| Discretionary | $760K100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $95K |
| Employees | 1 |
| Peak AUM | $760KMar 2026 |
AUM by Client Type
Total AUM
$760,000
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $760,000 | +67.7% | — | — | |
| Discretionary AUM | $760,000 | ||||
Key Metrics
| Total AUM | $760,000 |
| Discretionary | $760,000 |
| Employees | 1 |
| Client Accounts | 8 |
| Client Range | 0 |
Contact & Location
Address
GORRITI 4945
CIUDAD DE BUENOS AIRES 1414 1414
Argentina
Phone
+5411 4833 6387
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$760,000
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported