FinancE.Vet LLC
Firm details
- Headquarters
- ,
- CRD number
- 343304
- Fee structure
- Percentage of AUM, Other
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FinancE.Vet LLC is a privately held limited liability company that provides fee-based financial planning and portfolio management services targeted at individuals and small businesses. The firm is owner-operated under an individual ownership structure and charges a combination of a percentage of assets under management and other fee arrangements. It is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not listed as a multi-state adviser in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Roderick Roberts
FOUNDER, CEO, CCOCRD 8316318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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