Financehq LLC

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
325157
Registered since
March 23, 2023
Fee structure
Subscription Fees, Fixed Fees
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Alexander Choi

    Alexander Choi

    CEOCRD 5218823

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth