BILL MESSNER CONTRARIAN INVESTMENT ADVISORY, LLC
Firm details
- Headquarters
- ,
- CRD number
- 301701
- Website
- www.bmcia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals81.76%
- State / Municipal Government18.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Bill Messner Contrarian Investment Advisory, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The adviser reports a fixed-income orientation and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds45%
- Other23%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds2%
Contacts
1 of 1WILLIAM MESSNER
Portfolio ManagerCRD 2597597
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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