Fidere

RIAState Registered
Total AUM
$11M
Discretionary
$10.4M
94% of AUM
Avg account
$612K
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
152013
Fee structure
Percentage of AUM
Client types
  • HNWI93.47%
  • Individuals6.53%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fidere is a California-registered, independent advisory firm operating as a corporation and owned by an individual. The firm serves high-net-worth individuals and families and charges fees based on a percentage of assets under management. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers. In addition to investment advice, Fidere conducts insurance brokerage and other financial product sales as part of its business activities. The firm identifies itself as a capital allocator and does not position itself as an ESG investor.

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: Exchange Traded Equities 89%, Cash & Cash Equivalents 5%, US Government Bonds 4%, Public Funds/Mutual Funds 2%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents5%
  • US Government Bonds4%
  • Public Funds/Mutual Funds2%

Owners & executives

1 of 1
  • Robert Stutch

    Robert Stutch

    CEOCRD 1296330

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
3450 Sacramento St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth