← Tributary

FOLLOW RIA

SAN FRANCISCO, CA · CRD 318724 · IAPD ↗ · follow.co · 707- 563-1896

$31,345Regulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2024 — FOLLOW RIA (SAN FRANCISCO, CA) left the SEC roster (was $31,345 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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