← Tributary

THINK INVESTMENTS

SAN FRANCISCO, CA · CRD 169347 · IAPD ↗ · thinkinvestments.com · 415-675-3271

$4.30BRegulatory AUM
12Advisory reps
24Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2025 — THINK INVESTMENTS grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — THINK INVESTMENTS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.