Finco Investment Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 163491
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.91%
- Individuals21.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Finco Investment Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its billing arrangements include a percentage-of-AUM fee and hourly charges. Finco does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
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 Funds85%
- Exchange Traded Equities6%
- Cash & Cash Equivalents6%
- Other3%
Contacts
1 of 1Raymond Kelsey
President & Investment Advisor RepresentativeCRD 4992820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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