Casper, Michael J.

RIASEC Registered
Total AUM
$9.1M
Discretionary
$9.1M
100% of AUM
Avg account
$4.5M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
340204
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Michael J. Casper is organized as a limited liability company that provides discretionary portfolio management to individuals and small businesses. The firm serves an individual and family client base and charges both asset-based fees and performance-linked fees. It does not present itself as an active ESG investor, and regulatory filings indicate it operates as a single-state adviser rather than a multi-state or multi-jurisdictional manager. The firm's filing classifies it as unclassified and does not identify the entity as a capital allocator or pension consultant.

Assets & Accounts

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

Owners & executives

1 of 1
  • Michael Casper

    Chief Investment OfficerCRD 6485764

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