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 first registered with the SEC in 2016. Public records list its ownership type as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and records indicate it does not operate as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser. It is also not listed as a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided details for client segments, fee schedules, or specific advisory activities in the source data.

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

    Chief Executive OfficerCRD 1943113

Contacts

3 of 7
  • 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
210 Commerce Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth