BEHAVIOR SHIFT

BEHAVIOR SHIFT is an SEC-registered investment adviser (CRD 332054). Regulatory assets under management: $664K.

Registration

• CRD: 332054
• Type: Registered investment adviser
• Phone: 951-635-7687
• Latest filing: 2026-03-03
• Regulatory AUM: $664K
• Discretionary AUM: $664K
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332054 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search