Konza Capital Advisors
RIASEC Registered
Total AUM
$6.3M
Discretionary
$6.3M
100% of AUM
Avg account
$626K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 113823
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Konza Capital Advisors is a small, privately owned corporate RIA that provides portfolio management services to individuals, families and small businesses. The firm charges clients on a percentage-of-AUM basis and identifies its primary advisory activity as portfolio management for individuals and small business owners. FINTRX records indicate the firm is not positioned as a pension consultant or multi-state adviser, it does not identify as an active ESG investor, and it does not function as a capital allocator.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Contacts
1 of 1
Thomas Hintz
Partner, Senior AdvisorCRD 4069525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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