← Tributary

PROXY INTERNATIONAL

NEW YORK, NY · CRD 325499 · IAPD ↗ · 646-328-9856

$26.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2024 — PROXY INTERNATIONAL (NEW YORK, NY) left the SEC roster (was $26.4M 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.