ETF Portfolio Management LLC

RIASEC Registered
Total AUM
$16.4M
Discretionary
$16.4M
100% of AUM
Avg account
$514K
Accounts
32
Employees
1
Advisory reps
1

Firm details

Headquarters
WESTLAKE VILLAGE, California
CRD number
145698
Website
etfpm.com
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals52.61%
  • HNWI43.29%
  • Charitable Organizations4.1%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

ETF Portfolio Management LLC is a small, individually owned limited liability company that provides portfolio management primarily for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as a capital allocator or pension consultant. It is not flagged as an active ESG investor and is not organized as a multi-state adviser in the source data. Advisory activity centers on discretionary portfolio management rather than fund sponsorship or related-adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 8%, Cash & Cash Equivalents 4%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • DAVID KREINCES

    Founder & Chief Investment OfficerCRD 2835065

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTLAKE VILLAGE, CA

VENTURA

Location

WESTLAKE VILLAGE, CA

Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
2945 Townsgate Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth