Letson Investment Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 125830
- Registered since
- April 25, 2024
- Website
- www.letsoninvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI97.67%
- Individuals2.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Letson Investment Management, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and bills on a percentage-of-AUM basis with the option for hourly charges. Letson reports discretionary management across its client base and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities94%
- Cash & Cash Equivalents6%
Contacts
2 of 2
Scott Letson
Vice PresidentCRD 4413228
James Letson
PresidentCRD 4643471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$7.2M in ETFs
100%
$7.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Passive | Large Blend | $4.2M | 13,125 | 58.46% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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