FINSIE
Firm details
- Headquarters
- BELMONT, California
- CRD number
- 313047
- Registered since
- March 17, 2021
- Fee structure
- Other
Firm profile
FINTRXOverview
Finsie is a corporation that operates as a registered investment advisor, having been established in 2021. The firm does not classify itself under a specific category and does not engage in capital allocation. It operates under a fee structure that is categorized as "Other." Finsie does not actively pursue ESG investments and is not involved in multi-state advisory services. The firm has not disclosed its client base or specific business activities, which limits the understanding of its investment strategies and preferences.
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
Owners & executives
2 of 2MATTHEW STEWART
Founder and CEOCRD 7340091
Boy Hijnen
Chief Operating OfficerCRD 7718705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELMONT, CA
SAN MATEO
Location
BELMONT, CA
Headquartered in BELMONT, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 3234 Upper Lock Ave
- Time zone
- PT (UTC-8)
- Office locations
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