FIDUCIARY ARCHITECTS LLC

RIASEC Registered
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$271K
Accounts
48
Employees
2
Advisory reps
2

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
322251
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fiduciary Architects LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves primarily individual and family clients and positions itself as a capital allocator that also selects outside managers. Core services include comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Fiduciary Architects charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 17%, Cash & Cash Equivalents 15%, Non-Exchange Traded Equities 3%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds17%
  • Cash & Cash Equivalents15%
  • Non-Exchange Traded Equities3%

Contacts

2 of 2
  • MARK ZIELINSKI

    Managing PartnerCRD 1001981

  • Jeffrey Brandeen

    Investment Adviser RepresentativeCRD 2894744

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
3416 Via Lido
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth