FITTS FINANCIAL

RIASEC 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 organized as a corporation with individual ownership. Publicly available snapshot details are limited: the firm is categorized as unclassified, does not act as a capital allocator, and is not identified as an active ESG investor. The reported fee structure is listed as “Other,” and the record indicates the firm is not registered as a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. Industry affiliations noted in the record include ties to another investment adviser and to an insurance company, but the firm’s specific advisory activities and target client segments are not provided.

Assets & Accounts

Investments & Alternatives

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
  • ADAM BORTOLUSSI

    President, Investment AdvisorCRD 4577020

  • Christopher Fitts

    DirectorCRD 6911259

  • 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
2 Willow St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth