Annapolitan Investment Group, Inc.

Overview

Annapolitan Investment Group, Inc. is organized as a corporation and operates as an independent registered investment adviser owned by an individual. FINTRX categorizes its client base as institutional and lists advisory activities that include financial planning services, pension consulting, and delivery of educational seminars or workshops. The firm also conducts broker-dealer and insurance brokerage activities through registered representative and insurance-broker roles. Its fee model is centered on hourly charges and fixed fees rather than asset-based advisory pricing. FINTRX flags indicate the firm does not position itself as a capital allocator, is not active on ESG mandates, and does not report multistate adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices