Narrow Road Asset Management
RIASEC Registered
Total AUM
$2.9M
Discretionary
$2.9M
100% of AUM
Avg account
$52.9K
Accounts
55
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334228
- Website
- www.narrowroadfp.com
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Narrow Road Asset Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families and provides comprehensive financial planning alongside discretionary portfolio management for individuals and small businesses. Its billing options include a percentage of assets under management as well as hourly and fixed-fee arrangements. Narrow Road does not identify as an active ESG investor and is not structured as a multi-state or pension-focused adviser.
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Tj Binkowski
OwnerCRD 7541916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations