GELINAS & COMPANY, CPA, PLLC
Firm details
- Headquarters
- MANCHESTER, New Hampshire
- CRD number
- 159191
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gelinas & Company, CPA, PLLC operates as an accountant-led advisory entity that also performs investment-related services. The firm identifies itself as a capital allocator and provides portfolio management for individuals and small businesses, along with the selection of other advisers when outsourcing is appropriate. Compensation arrangements include a percentage-of-AUM component alongside hourly charges and other fee arrangements. The firm is not identified as an active ESG investor and does not present itself as a pension consultant or related adviser.
Assets & Accounts
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
Contacts
2 of 2MONIQUE PRATTE
PartnerCRD 6372475
KENNETH GELINAS
Principal & OwnerCRD 4222585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MANCHESTER, NH
HILLSBOROUGH
Location
MANCHESTER, NH
Headquartered in MANCHESTER, 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
- HILLSBOROUGH
- Address
- 36 Salmon St
- Time zone
- ET (UTC-5)
- Office locations
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