Financial Concepts Unlimited, Inc.
Firm details
- Headquarters
- San Rafael, California
- CRD number
- 136880
- Fee structure
- Percentage of AUM, Hourly Charges
Firm profile
FINTRXOverview
Financial Concepts Unlimited, Inc. is an individual-owned corporation operating as an institutional registered investment adviser and also performing broker-dealer and insurance brokerage activities. The firm charges both a percentage-of-AUM fee and hourly consulting fees. It does not present itself as a capital allocator, pension consultant, multi-state adviser, or an ESG-focused manager.
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
Contacts
1 of 1
Christopher Capezuto
PresidentCRD 1348854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Rafael, CA
Marin
Location
San Rafael, CA
Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 4040 Civic Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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