Critical Mass Financial, LLC
RIAState Registered
Total AUM
$167K
Discretionary
$0
0% of AUM
Avg account
$167K
Accounts
1
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 336193
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Critical Mass Financial, LLC is an independent, Florida-registered limited liability company owned by an individual adviser. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes a percentage-of-assets-under-management model with fixed fees. The adviser is not positioned as a capital allocator, is not an ESG investor, and lists an insurance company among its industry affiliations.
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 Equities71%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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