Open Door Investment Advisors, Inc.

RIAState Registered
Total AUM
$36.8M
Discretionary
$36.8M
100% of AUM
Avg account
$184K
Accounts
200
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
123173
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth