Fitts Financial
Firm details
- Headquarters
- Southborough, Massachusetts
- CRD number
- 311349
- Website
- www.fittsinsurance.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Fitts Financial is organized as a corporation and is classified as an institutional registered investment adviser. Ownership is at the individual level rather than being held by a large parent company or consortium. The firm is not registered as a multistate adviser, is not identified as an active ESG investor, and does not act as a pension consultant. Its fee structure is listed as "other," indicating a nonstandard or customized billing arrangement rather than a simple AUM or fixed-fee model. The firm reports no status as a capital allocator and is not flagged as a related adviser to another RIA. In terms of affiliations, Fitts Financial is linked with another investment adviser and an insurance company, suggesting it may coordinate advisory activity or product distribution across those entities. Several common advisory activity fields were not specified in the source data.
Assets & Accounts
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
Contacts
3 of 3
Christopher Fitts
DirectorCRD 6911259

Adam Bortolussi
President, Investment AdvisorCRD 4577020

Timothy Fitts
Vice PresidentCRD 7311891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southborough, MA
Worcester
Location
Southborough, MA
Headquartered in Southborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 30 Turnpike Rd
- Time zone
- ET (UTC-5)
- Office locations
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