Adrionic Technologies LLC

RIASEC Registered
Total AUM
$15.4M
Discretionary
$15.4M
100% of AUM
Avg account
$512K
Accounts
30
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
312903
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI69.57%
  • Corporations / Businesses13.41%
  • Individuals12.2%
  • Charitable Organizations4.82%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Adrionic Technologies LLC is a small, discretionary investment adviser that concentrates on equity-driven portfolios and selective alternative exposure. The firm manages portfolios for both individuals and institutional clients, delivering portfolio management services to individuals, small businesses and larger business or institutional accounts. Its stated fee model includes a mix of percentage-of-AUM and fixed-fee arrangements, which aligns with a blended service model for high-net-worth households and smaller institutional mandates. Investment activity centers on exchange-traded equities as the primary allocation vehicle, with equities forming the core of client portfolios. The firm does not position itself as an ESG-focused manager. Alongside listed equities, Adrionic Technologies allocates to real estate through third-party external managers to add diversification and income-oriented exposure to client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Adam Halverson

    Principal Executive OfficerCRD 7336254

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth