HOODOO

RIASEC Registered
Total AUM
$650K
Discretionary
$0
0% of AUM
Avg account
$31K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
OAKLAND, California
CRD number
291372
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hoodoo is an independent registered investment advisor that focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management and fixed fees. Hoodoo also engages in other financial product sales and offers educational seminars and workshops, showcasing a commitment to client education and engagement. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • TROY WHITE

    Financial EducatorCRD 4195486

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

OAKLAND, CA

ALAMEDA

Location

OAKLAND, CA

Headquartered in OAKLAND, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
201 13th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth