RIA Intelligence

SURGE CAPITAL LLC

CRD #328397 SEC #802-129480 ST. GEORGE, UT 480-848-0973
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
--
Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Jan 9, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Poteet, PaulIMANAGERE Control

Registrations

Federal

ERA
Jan 9, 2024 REGISTERED

Address

94 S MALL DR., STE 202
ST. GEORGE, UT 84790
United States
Phone: 480-848-0973