Nytrx LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$114K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
312141
Registered since
February 5, 2021
Website
nytrx.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Nytrx LLC is a small, SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm serves predominantly individual and family clients and small businesses, providing discretionary portfolio management alongside pension consulting services. Its fee arrangements include both a percentage-of-assets model and fixed fees. Investment activity centers on publicly available mutual funds as the primary building blocks of client portfolios, supplemented by allocations to third-party alternative managers — specifically hedge funds and real estate strategies. Nytrx LLC is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor.

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: Public Funds/Mutual Funds 84%, Exchange Traded Equities 12%, Cash & Cash Equivalents 4%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Quenton Nolte

    Quenton Nolte

    Managing Director, Chief Compliance OfficerCRD 7324100

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