FIGURE 8 INVESTMENT STRATEGIES LLC
Firm details
- Headquarters
- BOISE, Idaho
- CRD number
- 282973
- Registered since
- March 11, 2021
- Website
- www.figure8investing.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.23%
- Individuals24.93%
- Charitable Organizations6.52%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Figure 8 Investment Strategies LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional and business clients. Its advisory offering combines financial planning with discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting and educational seminars. Fee arrangements include asset-based fees and fixed-fee engagements. The firm is not identified 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
- Exchange Traded Equities54%
- State & Local Bonds12%
- Public Funds/Mutual Funds11%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Contacts
3 of 6Marisa Shalz
Associate AdvisorCRD 8154160
Jeremy Leff
CRD 8213203
MATTHEW HOLLANDS
Senior Research AnalystCRD 5564084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$2M in ETFs
88%
$1.8M
0%
$241K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG ADVANCED MSCI EAFE ETF (DMXF) | BlackRock | Passive | Foreign Large Blend | $1.3M | 16,910 | 63.01% |
Location
BOISE, ID
ADA
Location
BOISE, ID
Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 1410 W Washington St
- Time zone
- MT (UTC-7)
- Office locations