Keith Mcbride Financial Services Inc.
Firm details
- Headquarters
- ,
- CRD number
- 307499
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.38%
- Individuals32.88%
- Corporations / Businesses0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Keith Mcbride Financial Services Inc. operates as an independent registered investment adviser structured as a corporation with an individual owner. The firm serves both individual and family clients as well as institutional relationships, and lists core advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. It also conducts insurance brokerage activity. Fee arrangements include both percentage-of-assets and hourly billing. FINTRX flags the firm as not acting as a 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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities12%
- Cash & Cash Equivalents10%
- Private Funds1%
Contacts
2 of 2Natalie Fisher
Executive AdministratorCRD 8053729
Keith McBride
Principal & OwnerCRD 5847671
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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