Foris Capital US LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
282331
Registered since
June 23, 2016

Firm profile

FINTRX

Overview

Foris Capital US LLC is organized as a limited liability company and has been SEC-registered since 2016. FINTRX classifies the firm as "Unclassified" and lists the owner type as a combination of domestic entity and individual. The dataset indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. The firm did not supply descriptive material about its advisory services, investment approach, client segments, or fee structure in the available record.

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

Owners & executives

1 of 1
  • Michael Oconnell

    Michael Oconnell

    Chief Executive OfficerCRD 1943113

Contacts

3 of 7
  • Alan Wood

    Alan Wood

    Registered RepresentativeCRD 5827279

  • Jeremy Janik

    Financial ManagerCRD 4859798

  • Angela Fiala

    FinOpCRD 5163386

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, 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
Rockingham
Address
36 Maplewood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth