Finacura Advisory LLC

RIASEC Registered
Total AUM
$7.6M
Discretionary
$7.6M
100% of AUM
Avg account
$445K
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
Cumming, Georgia
CRD number
325447
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI67.23%
  • Individuals32.77%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Finacura Advisory LLC is an independent, individual-owned registered investment adviser that serves individuals and families. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and other businesses or institutions. Its fees are charged as a percentage of assets under management and on an hourly basis. Finacura does not report active ESG integration, does not function as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

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 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Vipul Gondalia

    Vipul Gondalia

    Managing Member And Chief Compliance OfficerCRD 7703349

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cumming, GA

Forsyth

Location

Cumming, GA

Headquartered in Cumming, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Forsyth
Address
410 Peachtree Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth