E6 Portfolios
Firm details
- Headquarters
- Midvale, Utah
- CRD number
- 326617
- Registered since
- July 13, 2023
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals58.74%
- HNWI40.19%
- Charitable Organizations0.99%
- Corporations / Businesses0.09%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
E6 Portfolios is a limited liability company operating as a non-independent retail RIA that registered with the SEC in 2023. The firm acts as a capital allocator for individual and family clients, offering portfolio management and the selection of third-party advisers. Its fee arrangements include percentage-of-AUM and fixed fees. E6 identifies as an active ESG investor and maintains industry relationships across broker-dealers, other investment advisers, and an insurance company. The adviser is not multi-state and does not present itself as a pension consultant or related 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
- Public Funds/Mutual Funds73%
- Cash & Cash Equivalents14%
- Exchange Traded Equities13%
Owners & executives
2 of 2
Monica Akbar
Chief Compliance OfficerCRD 6262432
Roy Jones
Co-Founder & COOCRD 3166097
Contacts
2 of 2
Joshua Jones
President, Co-FounderCRD 5139521
Jason Lindquist
Director of InvestmentsCRD 5728205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$115M in ETFs
13%
$14.7M
87%
$99.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $19.7M | 444,257 | 17.20% |
Location
Midvale, UT
Salt Lake
Location
Midvale, UT
Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6900 S 900 E
- Time zone
- MT (UTC-7)
- Office locations
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