FMG Distributors, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New Canaan, Connecticut
CRD number
29243
Registered since
October 31, 1991

Firm profile

FINTRX

Overview

FMG Distributors, Inc. is a privately held corporation that functions as a fund distributor rather than as an asset manager or advisory firm. The entity has been SEC-registered since 1991 and is owned by an individual. Its internal profile indicates it does not act as a capital allocator and does not operate as a multi-state adviser. The firm does not identify itself as an active ESG investor and is not positioned as a pension consultant or related adviser.

Assets & Accounts

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 6
  • David Fields

    Senior Vice PresidentCRD 2615292

  • James Kaiser

    PresidentCRD 1095441

  • George Charkales

    George Charkales

    Financial AdvisorCRD 2279448

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
557 Oenoke Rdg
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth