Financehq LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 325157
- Registered since
- March 23, 2023
- Website
- www.financehq.com
- Fee structure
- Subscription Fees, Fixed Fees
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Financehq LLC is a limited liability company that registered with the SEC in 2023 and positions itself as a capital allocator for individual and family clients. The firm’s stated advisory activity centers on the selection of other advisers, which suggests its model is built around sourcing and allocating to external managers rather than running a large in‑house investment platform. Ownership is described as a mix of a domestic entity and an individual. Fee arrangements are subscription- and fixed‑fee based rather than traditional AUM fees, and the firm is not identified as an active ESG investor.
Assets & Accounts
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
Owners & executives
1 of 1
Alexander Choi
CEOCRD 5218823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 33 Irving Pl
- Time zone
- ET (UTC-5)
- Office locations
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