Foresight Financial Advisory

RIASEC Registered
Total AUM
$350K
Discretionary
$350K
100% of AUM
Avg account
$350K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
307338
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Foresight Financial Advisory operates as a limited liability company focused on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to client advisory, which includes selecting other advisers and conducting educational seminars and workshops. While it does not actively engage in ESG investing, Foresight Financial Advisory positions itself as a capital allocator, indicating a strategic interest in managing and directing investments effectively.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Cash & Cash Equivalents 20%, Exchange Traded Equities 10%70%
  • Public Funds/Mutual Funds70%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities10%

Owners & executives

1 of 1
  • Kyle Cain

    Kyle Cain

    Chief Investment OfficerCRD 5447591

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth