Fitch Financial Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 113726
- Website
- fitchadvisors.weebly.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fitch Financial Advisors LLC is an independent, owner-operated registered investment adviser that serves individual and family clients, including small businesses. Its advisory services focus on financial planning and discretionary portfolio management for individuals and small-business owners. The firm charges a mix of fee structures — asset-based fees, hourly billing, and fixed fees — rather than relying solely on percentage-of-AUM billing. FINTRX data indicate it does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant 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 Equities45%
- Cash & Cash Equivalents20%
- US Government Bonds10%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
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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