Inukshuk Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166556
- Website
- www.inukshukinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.94%
- HNWI48.98%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Inukshuk Investments, LLC is an independent registered investment advisor organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, indicating a mix of ongoing advisory relationships and project-based work. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities60%
- US Government Bonds30%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Geoffrey Gilbert
OwnerCRD 5182605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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