Iseler Financial
Firm details
- Headquarters
- ,
- CRD number
- 304647
- Website
- www.iselerfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals78.2%
- HNWI21.8%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Iseler Financial is an independent RIA organized as a limited liability company and owned by an individual advisor. The firm focuses on serving individuals and families, delivering financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and relies on third‑party managers for alternatives rather than acting as a direct capital allocator.
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%
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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