DYE Family Office

RIAState Registered
Total AUM
$32M
Discretionary
$32M
100% of AUM
Avg account
$2M
Accounts
16
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 24%, State & Local Bonds 1%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents24%
  • State & Local Bonds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth