FIOH GLOBAL ASSET MANAGEMENT AND STRATEGIES, LLC
Firm details
- Headquarters
- ,
- CRD number
- 157591
- Website
- 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, owner-operated registered investment adviser that serves individual and family clients, with a practice that also covers small-business portfolio management. The firm runs a fee model that combines a percentage-of-assets under management with hourly advisory charges and delivers both financial planning and discretionary portfolio management. Investment activity centers on liquid, listed instruments with a clear preference for equities; portfolio decisions appear oriented toward tradable, exchange-listed securities that support efficient execution and ongoing rebalancing under a discretionary mandate. The firm is not positioned as an active ESG investor, and it does not present itself as a multi-state or pension consultant adviser. With a small, client-focused footprint, the practice prioritizes direct advisory relationships and ongoing management rather than wholesale capital allocation across third-party alternative managers.
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 1ELAINE 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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