Chief Executive Officer · Double Duty Money Management LLC
Rupal J. Bhansali
CRD 2252889 · Named on Form ADV at one SEC-registered adviser
At a glance
Double Duty Money Management LLC, an SEC-registered wealth manager based in New York, NY with $84 million in regulatory assets, lists Rupal J. Bhansali on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Double Duty Money Management LLCChief Executive OfficerWealth manager · New York, NY · $84M in regulatory assets
AtlasMembers
Rupal’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kingston M. HollmanChief Compliance Officer, Double Duty Money Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rupal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.