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Behind the Numbers, LLC does not sell or otherwise share any client information with outside marketers. You don't need to take any action to prevent disclosure.

Information Collected by this Website
We collect the following nonpublic personal information about you:

  • Information we receive from you on or in applications, subscription agreements, account opening forms, other forms, correspondence, or conversations.
  • We collect information such as name, email address, phone number, bank account information, and account activity.
  • Information you provide to us on applications and through other means, such as your assets and income.
  • Information about your transactions with our affiliates, others, or us.
  • Other general information we obtain about you that is not assembled for the purpose of determining your eligibility for employment or a product or service you request, such as demographic information.

We use this information in order to identify products and services that are suitable to our clients and so that we may properly identify our clients and comply with all the laws and regulations that govern Behind the Numbers, LLC.

We do not disclose any nonpublic personal information about our current or former clients to anyone, except as permitted or required by law. Furthermore, we restrict access to your nonpublic personal information to those persons who require such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

We may share nonpublic personal information with our affiliates or service providers when processing transactions or managing accounts on your behalf. This includes information such as name, address, account activity, and account balances.

Use of Cookies on this Website
This site uses cookies to personalize your experience. These cookies allow our site to recognize you by name and remember your session information as you move from page to page. The use of cookies allows us to ensure that only authorized users access sensitive areas of the site.

Changes to this Privacy Policy
We may make changes to this Privacy Policy Statement at any time and will provide our clients with notice of these changes as required by law. This statement replaces any other statements about our client information practices.