Firmiacer Investment LLC
Firm details
- Headquarters
- ,
- CRD number
- 286448
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Firmiacer Investment LLC operates as a limited liability company focused on providing portfolio management services. The firm caters to a diverse client base, including individuals, small businesses, pooled investment vehicles, and institutions. Their fee structure is primarily based on a percentage of assets under management, supplemented by performance-based fees. While the firm does not actively engage in ESG investing, it maintains a straightforward approach to investment management without being classified under any specific category.
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
- Cash & Cash Equivalents65%
- Exchange Traded Equities35%
Owners & executives
1 of 1Robert Hu
Chief Investment OfficerCRD 6742308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Dynamic Financial Planning
RIAFortuna Funds, LLC
RIADallas, TX
Third Wave Capital LLC
RIACWM Wealth Management, LLC
RIAInclusive Wealth Financial Planning LLC
RIASidepocket Incorporated
RIASan Francisco, CA