Fintech Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 306000
- Website
- www.fintechwm.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fintech Wealth Management, LLC is a small, privately owned advisory firm that focuses on portfolio management for individuals, small businesses and institutional/business clients. Organized as an LLC and owned by an individual, the firm charges fees as a percentage of assets under management and does not act as a capital allocator. It is not positioned as an ESG investor, is not registered as a multi-state adviser, and is not a pension consultant. The firm has an affiliation with an insurance company, which corresponds with its use of insurance-linked products in client portfolios.
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
- Investment Grade Corp Bonds38%
- Exchange Traded Equities30%
- US Government Bonds15%
- Non-Investment Grade Corp Bonds9%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Vincent Colubiale
Founder & CEOCRD 4784732
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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