FI401K ADVISORS
Firm details
- Headquarters
- CENTENNIAL, Colorado
- CRD number
- 168408
- Registered since
- April 22, 2016
- Website
- fi401k.com
- Custodians
- MID ATLANTIC CAPITAL CORPORATION, MATRIX SECURITIES, INC., RELIANCE TRUST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Fi401k Advisors is an SEC-registered limited liability company that provides pension consulting and related advisory services to institutional retirement plans. The adviser targets institutional plan sponsors rather than retail households, charging a mix of percentage-of-AUM and fixed fees. Registered since 2016 and operating across multiple states, Fi401k positions itself as a pension consultant rather than a broad capital allocator. The firm does not identify as an active ESG investor.
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%
Contacts
2 of 2MARK GUTRICH
Founder & Managing DirectorCRD 2146126
Hannah Gutrich
Investment Advisor RepresentativeCRD 8186652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CENTENNIAL, CO
ARAPAHOE
Location
CENTENNIAL, CO
Headquartered in CENTENNIAL, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 9137 E Mineral Cir
- Time zone
- MT (UTC-7)
- Office locations
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