Church Organizers Foundation
Firm details
- Headquarters
- ,
- CRD number
- 284458
- Website
- www.churchorganizers.org
- Fee structure
- Percentage of AUM
- Client types
- Individuals76.45%
- HNWI23.26%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Church Organizers Foundation is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm combines portfolio management for individuals and small businesses with financial planning and operates with trust company capabilities. It charges fees as a percentage of assets under management and is owned by an individual. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other50%
- Exchange Traded Equities31%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents9%
Contacts
3 of 3
Martin Lee
Executive DirectorCRD 4024387
Anne Lee
Legal CounselCRD 4831478
Justin Lee
Paraplanner & Investment Advisor RepresentativeCRD 7558930
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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