Inertial Frame

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
0

Firm details

Headquarters
Flint, Michigan
CRD number
342231
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Inertial Frame is organized as a limited liability company and is categorized in available data as unclassified. The firm operates more as a financial planner and product salesperson than as a traditional asset manager: its stated business activity is "Other Financial Product Salesperson," and it is not identified as a capital allocator. Advisory services listed include financial planning and portfolio management across several client types — individuals and small businesses, pooled investment vehicles, and businesses or institutions. Fee arrangements are non-asset-based, with hourly charges, subscription fees, and fixed fees cited. The dataset does not show an SEC registration year. The firm is not flagged as an active ESG investor, is not identified as a multistate adviser, and is not listed as newly formed, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

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

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Flint, MI

Genesee

Location

Flint, MI

Headquartered in Flint, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Genesee
Address
336 W 1st St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth