Finer Wealth Management, Inc.
Firm details
- Headquarters
- Salem, Massachusetts
- CRD number
- 129987
- Registered since
- July 20, 2021
- Website
- www.finer.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.49%
- Individuals16.5%
- Corporations / Businesses2.62%
- Charitable Organizations1.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Finer Wealth Management, Inc. is an independent, SEC-registered registered investment adviser (since 2021) organized as a corporation and owned by an individual. The firm serves both individual and family clients and institutional or business clients, offering financial planning and portfolio management across private clients and small businesses. It functions as a capital allocator to external managers and charges clients on a percentage-of-assets basis while also using hourly and fixed-fee arrangements. The firm is not positioned as an ESG investor and lists an accountant among its industry affiliations.
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
- Exchange Traded Equities71%
- Public Funds/Mutual Funds25%
- US Government Bonds4%
Owners & executives
1 of 1
Michael Finer
CEOCRD 2657455
Contacts
2 of 2
Gary Coon
DirectorCRD 6018133
Stephen Anastos
Financial ServicesCRD 4897676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$15.8M in ETFs
96%
$15.2M
0%
$664K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $2.7M | 71,374 | 17.34% |
Location
Salem, MA
Essex
Location
Salem, MA
Headquartered in Salem, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 530 Loring Ave
- Time zone
- ET (UTC-5)
- Office locations
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