Firmament Financial
Firm details
- Headquarters
- ,
- CRD number
- 304536
- Website
- firmamentfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.4%
- Individuals41.44%
- Charitable Organizations1.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Firmament Financial is an independent registered investment adviser organized as an LLC and owned by an individual. Its primary clients are individuals and families, and it offers a mix of financial planning and discretionary portfolio management for individuals, small businesses, and businesses or institutions. The firm also lists accounting among its business activities. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Firmament does not identify itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser.
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 Equities65%
- US Government Bonds26%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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