Fingage Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 283340
- Registered since
- March 21, 2016
- Website
- www.fingage.com
- Custodians
- BROADRIDGE MATRIX, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fingage Advisors LLC is a small, single-office registered investment adviser that has been operating since 2016 and serves individuals and families, including small-business owners. The firm’s business model centers on discretionary and non-discretionary portfolio management on a fee basis tied to assets under management. Fingage structures client relationships around mutual funds and other public fund vehicles rather than proprietary product platforms, and it does not identify itself as an active ESG investor. Services emphasize straightforward portfolio management for private clients rather than institutional or pension consulting.
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 Funds84%
- Exchange Traded Equities16%
Contacts
1 of 1
Samer Habl
FounderCRD 5406757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Devryll Wealth Management
RIAMagnifi
RIABoulder, CO
Feltman & Co LLC
RIAA. To Z. Financial Consulting And Wealth Management
RIACratero Capital LLC
RIASaint Louis, MO