Budge, David M.
Firm details
- Headquarters
- ,
- CRD number
- 147046
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.43%
- Individuals42.57%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Budge, David M. operates as a sole-proprietorship adviser focused on direct portfolio management for individuals and small businesses. The practice charges fees as a percentage of assets under management and manages relationships on a discretionary basis. Investment activity skews toward public equities, with a clear preference for exchange-traded instruments and a mix of mutual funds and separately managed account (SMA) strategies. The adviser does not position itself as an ESG investor and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities54%
- Cash & Cash Equivalents42%
- Investment Grade Corp Bonds4%
Contacts
1 of 1David Budge
ProprietorCRD 2966611
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations