DYE Family Office
Firm details
- Headquarters
- ,
- CRD number
- 326761
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.56%
- Individuals0.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DYE Family Office is an independent registered investment adviser organized as an LLC that positions itself as a family-oriented RIA serving individual and family clients. The firm combines wealth management and financial planning with accounting capabilities, and its advisory services include financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management or via fixed-fee arrangements. The firm is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not positioned as a pension consultant or multi-state adviser.
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 Equities75%
- Cash & Cash Equivalents24%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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