All-Pro Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 310064
- Website
- www.all-proadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.91%
- Individuals20.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
All-Pro Advisors LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm operates as a capital allocator and provides both financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its business model includes the selection of outside advisers, which suggests a manager-of-managers approach when clients need exposure beyond in‑house capabilities. Investment activity centers on pooled, professionally managed vehicles rather than heavy direct-stock trading. The firm charges clients through a combination of AUM-based fees and fixed fees. All-Pro Advisors is not registered as an ESG-focused adviser and does not report a multi-state advisory footprint; its structure is consistent with a single-office, client-focused RIA run by an individual owner.
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
- US Government Bonds2%
Contacts
1 of 1
Ian Wild
FounderCRD 6107137
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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