CORRIGIT CAPITAL GROUP

RIASEC Registered
Total AUM
$21.5M
Discretionary
$21.5M
100% of AUM
Avg account
$524K
Accounts
41
Employees
2
Advisory reps
2

Firm details

Headquarters
PASADENA, California
CRD number
292812
Fee structure
Percentage of AUM
Client types
  • HNWI80.28%
  • Individuals19.72%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Corrigit Capital Group is a small, fee-based registered investment adviser focused on portfolio management for individuals and small businesses. The firm runs fully discretionary portfolios and shows a clear preference for publicly traded equities as its primary allocation tool. Its advisory approach blends liquid equity exposure with traditional fixed-income instruments and selected third-party alternative managers for real assets and commodity exposure. Fee billing is a percentage of assets under management, and the client base is concentrated among individual and family clients rather than institutional or retirement-plan sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, Investment Grade Corp Bonds 15%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 4%72%
  • Exchange Traded Equities72%
  • Investment Grade Corp Bonds15%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Bin Hong

    Founder & Chief Investment OfficerCRD 6984348

Contacts

1 of 1
  • SEN ZHANG

    Co-Founder and Managing PartnerCRD 5611943

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PASADENA, CA

LOS ANGELES

Location

PASADENA, CA

Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1055 E Colorado Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth