Fingage Advisors LLC

RIASEC RegisteredEst. 2016
Total AUM
$2.1M
Discretionary
$330K
16% of AUM
Avg account
$265K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
283340
Registered since
March 21, 2016
Custodians
BROADRIDGE MATRIX, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 16%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities16%

Contacts

1 of 1
  • Samer Habl

    Samer Habl

    FounderCRD 5406757

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth