Companions On Your Journey
Firm details
- Headquarters
- ,
- CRD number
- 292618
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Companions On Your Journey is a Registered Investment Advisor that provides a range of advisory services primarily to individual clients. The firm specializes in financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. In addition to serving domestic clients, Companions On Your Journey also manages assets for foreign clients. The firm operates as a Limited Liability Company and is classified as an independent RIA. It employs a small team, with one employee dedicated to advisory functions. The firm utilizes a fee structure based on a percentage of assets under management (AUM) and fixed fees. Companions On Your Journey does not engage in active ESG investing and does not hold any specific affiliations that would categorize it as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities35%
- Public Funds/Mutual Funds35%
- Non-Exchange Traded Equities25%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Alexandra Baig
Founder and CCOCRD 4716679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations