Adtigo Investment Advisors, LLC

RIASEC Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$1.4M
Accounts
14
Employees
2
Advisory reps
3

Firm details

Headquarters
,
CRD number
289311
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI95.5%
  • Individuals4.5%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Adtigo Investment Advisors, LLC is a compact, client-focused registered advisory firm that manages concentrated portfolios for individuals and small families. The firm’s advisory work centers on discretionary portfolio management, relying heavily on pooled public mutual funds as its primary sleeve while supplementing portfolios with third-party alternative managers. Its fee model combines a percentage of assets under management with performance-based fees, indicating the firm may run performance-sensitive mandates or allocate to strategies with carry or incentive structures. Strategy-wise, the emphasis is on core public fund exposure for broad market access, with selective use of private-market and hedge strategies to add diversification and return enhancement.

Assets & Accounts

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: Public Funds/Mutual Funds 56%, Exchange Traded Equities 38%, Cash & Cash Equivalents 6%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • William Wojciechowski

    Managing Member And Chief Compliance OfficerCRD 6839712

Contacts

2 of 2
  • Ryan Wojciechowski

    CCO, Managing MemberCRD 6369308

  • Gregory Taylor

    MemberCRD 6839710

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth