Foresight Investing
Firm details
- Headquarters
- ,
- CRD number
- 128595
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, SECURITIES BROKERAGE
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI97.35%
- Individuals2.65%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Foresight Investing operates as a sole proprietorship focused on providing portfolio management services for individuals and small businesses. The firm is owned by an individual and does not engage in capital allocation or pension consulting. Foresight Investing employs a fee structure based on a percentage of assets under management (AUM) and performance-based fees. While the firm does not actively pursue ESG investments, it maintains a client base primarily composed of individuals and families.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- US Government Bonds70%
- State & Local Bonds12%
- Exchange Traded Equities10%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1Steven Kruger
Chief Investment StrategistCRD 2719259
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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