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DOUBLE FINANCE INC.

SAN FRANCISCO, CA · CRD 329617 · IAPD ↗ · 415-366-3893

$20.3MRegulatory AUM
1Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — DOUBLE FINANCE INC. (SAN FRANCISCO, CA) left the SEC roster (was $20.3M 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
70
July 2024 — DOUBLE FINANCE INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2024 — DOUBLE FINANCE INC. (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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