Adamec Financial Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 112529
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Charitable Organizations96.3%
- Individuals3.7%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Adamec Financial Group, Inc. operates as a corporation focused on providing investment management services. The firm specializes in portfolio management for both individuals and small businesses, as well as for larger institutions. It also engages in the selection of other advisers, indicating a broad approach to investment strategy and client needs. The firm is classified as a capital allocator, suggesting a focus on directing client assets into various investment opportunities. Adamec Financial Group does not actively pursue ESG investments and is not classified as a multi-state adviser.
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
- Other98%
- Cash & Cash Equivalents2%
Contacts
1 of 1Kathleen Adamec
PresidentCRD 1645288
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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