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

FINTRX

Overview

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

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: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • Thomas Hintz

    Thomas Hintz

    Partner, Senior AdvisorCRD 4069525

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth