BOLD CLARITY LLC
Legal name: BRANCHES + ROOTS INVESTMENT MANAGEMENT
CRD #334817 SEC #801-132067 SARATOGA SPRINGS, NY 518-633-1158
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ESTILL, Tambra, JW | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
Jan 30, 2025 REGISTERED
Notice Filings (1)
NY
Address
92 CONGRESS STREETSECOND FLOOR
SARATOGA SPRINGS, NY 12866
United States
Phone: 518-633-1158