Fincrafters Advisory LLC
Firm details
- Headquarters
- ,
- CRD number
- 338552
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fincrafters Advisory LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients and combines traditional advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Compensation is primarily by a percentage of assets under management and by hourly charges. The firm is not positioned as an active ESG investor and operates as a single-state practice rather than a multi-state RIA.
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 Funds65%
- Exchange Traded Equities15%
- Derivatives15%
- Non-Exchange Traded Equities5%
Owners & executives
1 of 1
Karthikeyan Ethirajan
Managing Member And Chief Compliance OfficerCRD 7948411
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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