Fruitful
Firm details
- Headquarters
- New York, New York
- CRD number
- 322603
- Registered since
- September 16, 2022
- Website
- www.fruitful.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Subscription Fees
- Client types
- Individuals94.7%
- HNWI5.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fruitful is an independent registered investment adviser organized as a limited liability company that began SEC registration in 2022. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee model is subscription-based rather than a traditional percentage of assets; Fruitful is not described as a capital allocator and does not market itself as an active ESG investor. The adviser operates across multiple states and positions itself as a multi-state RIA focused on retail clients rather than institutional or pension work. Its advisory activities center on personalized planning and discretionary portfolio management, with a client base composed primarily of individual households.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Chelsie Forys
Chief Compliance OfficerCRD 8086697
Contacts
3 of 19Rebecca Palmer
Head of Financial AdvisoryCRD 6375952

Sanchi Ranyal
Financial GuideCRD 7781828

Andrea Easterling
Financial GuideCRD 6636089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 335 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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