Fitts Financial

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Southborough, Massachusetts
CRD number
311349
Fee structure
Other

Firm profile

FINTRX

Overview

Fitts Financial is a Massachusetts-registered corporate investment adviser organized as an institutional RIA and owned by an individual. The firm is registered with the state of Massachusetts and is not set up as a multi-state adviser. Its regulatory and operating profile indicates it does not act as a capital allocator in the sense of seeding or managing third-party managers, and it does not identify as an active ESG investor, pension consultant, or related adviser. The firm’s fee structure is listed as "Other," which typically indicates a non-standard or customized pricing arrangement rather than a simple percentage-of-AUM or commission model. Industry affiliations include relationships with another investment adviser and an insurance company, suggesting some degree of advisory or distribution linkage with those entities.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Christopher Fitts

    Christopher Fitts

    DirectorCRD 6911259

  • Adam Bortolussi

    Adam Bortolussi

    President, Investment AdvisorCRD 4577020

  • Timothy Fitts

    Timothy Fitts

    Vice PresidentCRD 7311891

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth