Nytrx LLC
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
FINTRXOverview
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
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 Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Quenton Nolte
Managing Director, Chief Compliance OfficerCRD 7324100
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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