BITOODA TECHNOLOGIES LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
297644
Registered since
July 2, 2019

Firm profile

FINTRX

Overview

Bitooda Technologies LLC is a limited liability company that registered with the SEC in 2019. Ownership is recorded as a combination of a domestic entity and an individual. The snapshot classifies the company as unclassified and indicates it does not operate as a capital allocator. The dataset also shows the firm is not an active ESG investor, is not designated a multi-state adviser, is not a pension consultant, and is not listed as a related adviser to another registered entity. Available records contain very little about the firm’s fee schedules, advisory offerings, client types, or day-to-day business activities. That lack of disclosure in the profile makes it difficult to place Bitooda Technologies within a familiar RIA or wealth-management operating model; the firm may not be functioning as a traditional adviser or simply has not provided substantive reporting to the data source.

Assets & Accounts

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

Owners & executives

1 of 1
  • TIMOTHY KELLY

    Founder & CEOCRD 2297152

Contacts

3 of 3
  • ALEXANDER KRZAK

    Principal Operations OfficerCRD 6349160

  • Janice Parise

    FinOpCRD 2338583

  • BRIAN MEGENITY

    CCOCRD 2889637

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
55 Arch St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth