FAT Cat Financial Advisor
RIAState Registered
Total AUM
$362K
Discretionary
$362K
100% of AUM
Avg account
$362K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 342773
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FAT Cat Financial Advisor is an independent, Pennsylvania-based limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm is individually owned and focuses on fee arrangements that include asset-based fees, hourly billing, and fixed-fee projects. It does not present itself as a multi-state or institutional pension consultant, and it does not emphasize ESG investing.
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 Funds100%
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