Investcraft Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 293618
- Website
- investcraft.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investcraft Advisors LLC is a small, individually owned registered investment adviser that provides fee-based portfolio management to individual and family clients, and to small businesses. The firm charges a percentage-of-AUM advisory fee and focuses on discretionary portfolio management rather than pension consulting or institutional advisory. Investcraft is not positioned as an ESG investor and does not identify as a multi-state or related adviser in the supplied data.
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Anand Sethuraman
Founder & Registered Investment AdvisorCRD 6918252
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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