Investor Fan

RIASEC Registered
Total AUM
$787M
Discretionary
$787M
100% of AUM
Avg account
$352K
Accounts
2,236
Employees
18
Advisory reps
14

Firm details

Headquarters
,
CRD number
159301
Registered since
September 11, 2017
Website
www.investorfan.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI72.63%
  • Individuals27.11%
  • Charitable Organizations0.19%
  • Corporations / Businesses0.07%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Investor Fan is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2017. The firm serves both individual and family clients as well as institutional accounts, and it combines traditional advisory services with insurance brokerage and accounting activities. Its advisory mandate focuses on portfolio management for individuals and small businesses. Owner control is concentrated (individual-owned), and the firm charges a mix of percentage-of-AUM and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 71%, Public Funds/Mutual Funds 22%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 3%, Other 3%, US Government Bonds 1%71%
  • Exchange Traded Equities71%
  • Public Funds/Mutual Funds22%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents3%
  • Other3%

Owners & executives

1 of 1
  • Margaret Connelly

    Margaret Connelly

    Chief Investment OfficerCRD 2644738

Contacts

3 of 13
  • Vincent Donivan

    Vincent Donivan

    Investment Advisor RepresentativeCRD 5866709

  • Scott Bowhay

    Scott Bowhay

    Managing PrincipalCRD 867438

  • Margo Porter-panfili

    Margo Porter-panfili

    Certified Financial PlannerCRD 5448766

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth