CINCYTECH

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
306295
Registered since
December 12, 2019

Firm profile

FINTRX

Overview

Cincytech is organized as a limited liability company and has been SEC-registered since 2019. The firm functions primarily as an adviser and sponsor of pooled investment vehicles, acting in roles such as general partner and managing member. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or capital allocator. Ownership is recorded as a mix of a domestic entity and individual holders.

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

2 of 2
  • KERRY HULL

    Chief Financial Officer and Chief Operating OfficerCRD 7717393

  • Emma Off

    CEO and PresidentCRD 7893056

Contacts

1 of 1
  • EMILY NICKLES

    ControllerCRD 7717343

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
2900 Reading Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth