RADAR FINANCIAL INVESTMENTS CORPORATION

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
THE WOODLANDS, Texas
CRD number
314823
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Radar Financial Investments Corporation is a corporation that offers portfolio management services targeted at individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and does not identify as an active ESG investor. According to the available profile, the organization is a domestic entity with individual ownership and is classified as unclassified in the data source. It does not operate as a multi-state adviser, is not listed as a pension consultant, and is not flagged as a related adviser or a capital allocator.

Assets & Accounts

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

Owners & executives

1 of 1
  • KIMBERLEY DILLINGHAM

    Vice President, Chief Compliance OfficerCRD 6320451

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

THE WOODLANDS, TX

MONTGOMERY

Location

THE WOODLANDS, TX

Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
MONTGOMERY
Address
2001 Timberloch Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth