PROSOPHIA ADVISORS, LLC

RIASEC Registered
Total AUM
$600K
Discretionary
$600K
100% of AUM
Avg account
$300K
Accounts
2
Employees
2
Advisory reps
1

Firm details

Headquarters
DARIEN, Connecticut
CRD number
328819
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Prosophia Advisors, LLC is a small, privately held limited liability company that provides portfolio management services to individuals and small businesses. The firm charges a combination of a percentage-of-AUM fee and performance-based fees. Its stated advisory activity is direct portfolio management rather than acting as a capital allocator or pensions consultant. Prosophia is not identified as an active ESG investor, reports no related-adviser affiliations, and appears to operate within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • CHRISTOPHER RYCKMAN

    Managing MemberCRD 5238647

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
320 Boston Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth