← Directory
POKET FINANCIAL, LLC
CRD 221523File 801-96260
APPROVED
Retail clients
Custody
Filing as of Apr 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$760K
Bottom 25% of cohort (national)
Discretionary AUM
$760K
Clients
8
8 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 13, 2015
- Principal office
- GORRITI 4945, CIUDAD DE BUENOS AIRES 1414, 1414
- Phone
- +5411 4833 6387
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $760K
- Discretionary AUM
- $760K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $95K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 8 | $760K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.