Earlybird Central Inc.
Firm details
- Headquarters
- ,
- CRD number
- 307201
- Registered since
- February 27, 2020
- Website
- www.getearlybird.io
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Earlybird Central Inc. is a corporation that operates as a registered representative of a broker-dealer, focusing on portfolio management for individuals and small businesses. Established in 2020, the firm caters primarily to individual and family clients, offering fixed fee structures for its advisory services. While it does not engage in ESG investing or act as a capital allocator, it has carved out a niche in the wealth management landscape by providing tailored investment strategies to its clients.
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 Equities100%
Owners & executives
2 of 2
Caleb Frankel
COOCRD 7222675
Jordan Wexler
Co-Founder & CEOCRD 7222636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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