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 registered with the SEC in 2021. Ownership is split between a domestic entity and an individual. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and businesses, pension consulting services, and educational seminars. Fees are charged as a percentage of assets under management and via fixed fees. The firm indicates a preference for equity-focused portfolios and is not 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$2.4M in ETFs
88%
$2.1M
0%
$292K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG ADVANCED MSCI EAFE ETF (DMXF) | BlackRock | Passive | Foreign Large Blend | $1.5M | 18,280 | 63.66% |
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