Financial & Tax Architects, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 119169
- Registered since
- February 12, 2019
- Website
- fta-ria.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals41.99%
- HNWI32.07%
- Other Investment Advisers25.94%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial & Tax Architects, LLC is an independent RIA organized as a limited liability company and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee schedule combines percentage-of-AUM billing with fixed-fee engagements. The advisor maintains an affiliation with an insurance company and is owned by a mix of a domestic entity and an individual.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities39%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$358M in ETFs
92%
$330M
7%
$27.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF (BCI) | Passive | Commodities Broad Basket | $25.1M | 970,231 | 7.02% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 12412 Powerscourt Dr
- Time zone
- CT (UTC-6)
- Office locations
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