Myfinancialpro, LLC

RIASEC Registered
Total AUM
$58.4M
Discretionary
$58.4M
100% of AUM
Avg account
$408K
Accounts
143
Employees
1
Advisory reps
1

Firm details

Headquarters
Shelton, Connecticut
CRD number
136724
Website
www.myfinancial.pro
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI88.86%
  • Individuals11.14%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Myfinancialpro, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses and bills clients via a percentage-of-assets model and occasional hourly charges. It does not present itself as a multi-state adviser or pension consultant, and it is not flagged as an active ESG investor. Ownership is listed as individual rather than institutional.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 45%, US Government Bonds 24%, Cash & Cash Equivalents 23%, Other 4%, State & Local Bonds 3%, Public Funds/Mutual Funds 1%45%
  • Exchange Traded Equities45%
  • US Government Bonds24%
  • Cash & Cash Equivalents23%
  • Other4%
  • State & Local Bonds3%

Contacts

1 of 1
  • Stephen Lupkas

    Stephen Lupkas

    Founding PrincipalCRD 2628820

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Shelton, CT

Fairfield

Location

Shelton, CT

Headquartered in Shelton, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
4 Research Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth