FINANCIAL POSITIONING SYSTEM, INC

RIASEC Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$175K
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
DERWOOD, Maryland
CRD number
165756
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Subscription Fees
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Financial Positioning System, Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm also engages in the publication of periodicals or newsletters, indicating a commitment to educating its clients on financial matters. The client base is largely comprised of individual and family clients, and the firm employs a fee structure that includes a percentage of assets under management and subscription fees.

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: Public Funds/Mutual Funds 50%, Exchange Traded Equities 49%, Cash & Cash Equivalents 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities49%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • JEAN-YVES VAN HALLE

    PresidentCRD 5010835

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DERWOOD, MD

MONTGOMERY

Location

DERWOOD, MD

Headquartered in DERWOOD, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
16001 New Bedford Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth