Open Door Investment Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 123173
- Website
- opendooradvisorsinc.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Open Door Investment Advisors, Inc. is an independently owned registered investment adviser organized as a corporation that focuses on planning and portfolio management for individuals and small businesses. The firm serves a private client base of individuals and families and charges clients on an asset-based fee schedule supplemented by hourly fees for planning or advisory work. Its stated advisory services center on financial planning and discretionary portfolio management rather than institutional capital allocation or pension consulting. The firm is state-registered in Illinois and Texas and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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