Festog Capital, LLC
RIAState Registered
Total AUM
$26.1M
Discretionary
$26.1M
100% of AUM
Avg account
$269K
Accounts
97
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170317
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.15%
- Individuals25.85%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Festog Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis. Its client base is primarily individual and family households. The firm does not identify as an active ESG investor, is not listed as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities97%
- Cash & Cash Equivalents3%
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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