ADAPTIVE FINANCIAL CONSULTING, LLC of BEACHWOOD, OH is an SEC-registered investment adviser (CRD 288185). Regulatory assets under management: $547.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Jeremy Bigelow Thompson | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Jonathan Ian Grundman | CHIEF INVESTMENT OFFICER | — |
| THOMPSON JEREMY BIGELOW | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| GRUNDMAN JONATHAN IAN | CHIEF INVESTMENT OFFICER | — |