Lone Wolf Trading LLC
Firm details
- Headquarters
- ,
- CRD number
- 297055
- Website
- www.lonewolftrading.com
- Custodians
- TRADINGBLOCK
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals68.96%
- Corporations / Businesses31.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lone Wolf Trading LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as some institutional relationships, and its stated advisory services focus on financial planning and portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-AUM component and fixed-fee engagements. Lone Wolf Trading does not identify as an active ESG investor, is not positioned as a capital allocator, and is not a multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents15%
Contacts
1 of 1Anthony Torchia
Managing MemberCRD 6951274
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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