Flomartin Securities Corporation
Firm details
- Headquarters
- ,
- CRD number
- 170592
- Website
- www.flomartin.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Flomartin Securities Corporation is an independent, individually owned registered adviser organized as a corporation that provides portfolio management for individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and serves individual and family clients rather than institutional accounts. According to regulatory filings, the adviser does not act as a capital allocator, is not active on ESG mandates, and does not operate as a multi-state or newly formed adviser. It also does not list pension consulting or related-adviser arrangements among its activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- State & Local Bonds22%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Donald Davret
Investment SpecialistCRD 4565804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations