Falker Investments Inc.
RIAState Registered
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$607K
Accounts
170
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 115132
- Website
- falkerinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.01%
- Charitable Organizations12.51%
- Individuals1.49%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Falker Investments Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm provides discretionary portfolio management primarily to individuals, families and small-business clients, and it charges fees as a percentage of assets under management. It does not identify as an active ESG investor, is not positioned as a capital allocator, and does not act as a pension consultant or related adviser according to the snapshot data.
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 Equities64%
- Cash & Cash Equivalents32%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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