I-Cthru Inc.
Firm details
- Headquarters
- ,
- CRD number
- 170875
- Registered since
- April 17, 2014
- Website
- i-cthru.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
I-Cthru Inc. is a small, independent registered investment adviser that provides financial planning and portfolio management primarily for individuals and small businesses. The firm operates under an individual owner structure and has been SEC-registered since 2014. Its stated investment posture tilts strongly toward publicly traded equities; exchange-traded positions make up the bulk of client assets. Fee arrangements include a mix of percentage-of-AUM billing, hourly charges and performance-based fees, indicating flexibility to work on both traditional advisory mandates and outcome-oriented or bespoke engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state advisory platform. Custody and trading are handled through Interactive Brokers, which supports a set-up oriented to frequent trading, breadth of listed-market access and direct-to-market execution.
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 Equities90%
- Cash & Cash Equivalents10%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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