All-Pro Advisors LLC

RIASEC Registered
Total AUM
$54.9M
Discretionary
$54.9M
100% of AUM
Avg account
$124K
Accounts
443
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
310064
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

FINTRX

Overview

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

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 82%, Exchange Traded Equities 8%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, US Government Bonds 2%, Other 1%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%
  • US Government Bonds2%

Contacts

1 of 1
  • Ian Wild

    Ian Wild

    FounderCRD 6107137

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth