SOCIALTRADER.AI INC.
DBA: SOCIALTRADER
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $73K |
| Discretionary | $00% of AUM |
| Non-Discretionary | $73K |
| Client Accounts | 31 |
| Avg Account Size | $2K |
| Employees | 4 |
| Peak AUM | $73KMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $73,145 | +18186.3% | — | — | |
| Non-Disc. AUM | $73,145 | ||||
Key Metrics
| Total AUM | $73,145 |
| Discretionary | $0 |
| Employees | 4 |
| Client Accounts | 31 |
| Client Range | 26-50 |
Contact & Location
Address
750 B STREET SUITE 1960
SAN DIEGO CA 92101
Phone
2097328731
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMSubscriptionPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Security Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$73,145
100.0% 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)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported