Fukoku Life International (America) Inc.

RIASEC RegisteredEst. 2017
Total AUM
$328M
Discretionary
$0
0% of AUM
Avg account
$164M
Accounts
2
Employees
6
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
284662
Registered since
January 3, 2017
Custodians
GLOBAL CUSTODY SERVICES
Fee structure
Percentage of AUM
Client types
  • Other100%

Firm profile

FINTRX

Overview

Fukoku Life International (America) Inc. is a corporate, institutional-registered investment adviser that registered with the SEC in 2017. The firm is owned by a foreign entity/individual and is affiliated with the insurance industry. It charges fees as a percentage of assets under management and, per filings, operates with non-discretionary mandates. The firm is not identified as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 57%, US Government Bonds 37%, Cash & Cash Equivalents 6%57%
  • Exchange Traded Equities57%
  • US Government Bonds37%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 3
  • Marc Xu

    Marc Xu

    Chief Investment OfficerCRD 2779928

  • Takanobu Naka

    Chief Operating OfficerCRD 7743578

  • Akiko Suzuki

    Chief Compliance OfficerCRD 6732503

Contacts

2 of 2
  • Yosuke Shoji

    Senior Vice PresidentCRD 8261816

  • Daisuke Hachigo

    PresidentCRD 8080645

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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
1251 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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