PROFED FINANCIAL ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
FORT WAYNE, Indiana
CRD number
121581
Fee structure
Other

Firm profile

FINTRX

Overview

Profed Financial Advisors is organized as a limited liability company that appears to operate primarily as an insurance broker. The firm is classified as unclassified in the source data, is neither a multi-state adviser nor a pension consultant, and is not designated as a capital allocator. Ownership is noted as a combination of a domestic entity and an individual. The firm reports an “Other” fee structure and does not identify as an active ESG investor. Industry affiliation with a banking or thrift institution is recorded.

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

Contacts

2 of 2
  • MATTHEW TROUTNER

    Financial ConsultantCRD 1948561

  • MATTHEW BARNES

    Financial ConsultantCRD 2055693

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT WAYNE, IN

ALLEN

Location

FORT WAYNE, IN

Headquartered in FORT WAYNE, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.

Metro area
Fort Wayne-Huntington-Auburn, IN
Region
Midwest
County
ALLEN
Address
4315 Flagstaff Cv
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth