603 Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 324422
- Registered since
- March 9, 2026
- Website
- www.603financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.5%
- Individuals38.21%
- Charitable Organizations1.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
603 Financial Advisors, LLC is an independent registered investment adviser organized as an LLC that focuses on fee-based wealth management for individuals and families, and provides portfolio management for small businesses. The firm charges a percentage-of-AUM fee and centers its investment work on liquid, exchange-listed securities rather than bespoke private-asset strategies. Its advisory scope is financial planning and discretionary portfolio management; it does not position itself as a pension consultant, multi-state adviser, or ESG specialist. The firm is owner-operated and emphasizes direct client relationships rather than acting as a capital allocator or sponsor of external funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- US Government Bonds26%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Christopher Eddy
Financial Advisor / OwnerCRD 4331638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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