Fioh Global Asset Management And Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 157591
- Website
- www.fiohinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI67.37%
- Individuals28.67%
- Charitable Organizations2.46%
- Pension & Profit Sharing Plans1.11%
- Corporations / Businesses0.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fioh Global Asset Management And Strategies, LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm offers financial planning and discretionary portfolio management tailored to individuals and small businesses. Compensation is charged as a percentage of assets under management and, in some cases, hourly fees. The adviser does not identify as an active ESG investor, does not operate across multiple states, and is not structured as a capital allocator or pension consultant.
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 Equities44%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds5%
- Non-Exchange Traded Equities3%
Contacts
1 of 1
Elaine Chan
Managing PartnerCRD 4995818
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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