Investment adviser · CRD 334817

BRANCHES + ROOTS INVESTMENT MANAGEMENT

Investment adviser filing (IA)

BOLD CLARITY LLC

SARATOGA SPRINGS, NY, United States · Form ADV filed Jan 30, 2025

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 30, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

92 CONGRESS STREET, SECOND FLOOR
SARATOGA SPRINGS, NY, 12866, United States

CRD 334817

Filing source

Form ADV 1932491 · Jan 30, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.