RIA Intelligence

RETIREMENT SOLUTIONS

CRD #106906 SEC #801-43535 NORTH CHARLESTON, SC 843-552-5444
SEC Registered
Total AUM
$34.2M
Discretionary
$34.2M
Employees
5
Clients
--
Accounts
190

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 29, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROGERS, GERALD, JOSEPHIPRESIDENTE Control
ROGERS, GERALD, JOSEPHIPRESIDENTE Control
ROGERS, GERALD, JOSEPHIPRESIDENTE Control
ROGERS, GERALD, JOSEPHIPRESIDENTE Control
INLET COVE CAPITAL LLCDEMEMBERB
INLET COVE CAPITAL LLCDEMEMBERB
INLET COVE CAPITAL LLCDEMEMBERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
HURLEY, PATRICK, JOHNIINLET COVE CAPITAL LLCF
HURLEY, PATRICK, JOHNIINLET COVE CAPITAL LLCF
HURLEY, PATRICK, JOHNIINLET COVE CAPITAL LLCF
SEAGLE, WILLIAM, ALEXANDERIINLET COVE CAPITAL LLCF
SEAGLE, WILLIAM, ALEXANDERIINLET COVE CAPITAL LLCF
SEAGLE, WILLIAM, ALEXANDERIINLET COVE CAPITAL LLCF
DAVENPORT, LEONARD, DAVIDIINLET COVE CAPITAL LLCD Control
DAVENPORT, LEONARD, DAVIDIINLET COVE CAPITAL LLCD Control
DAVENPORT, LEONARD, DAVIDIINLET COVE CAPITAL LLCD Control

Registrations

Federal

IA
Apr 29, 2002 REGISTERED

Notice Filings (1)

SC

Address

3255 LANDMARK DRIVE
SUITE 101
NORTH CHARLESTON, SC 29418
USA
Phone: 843-552-5444