Railroad Street Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 174397
- Website
- www.railroadstreetwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.92%
- Individuals46.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Railroad Street Wealth Management, LLC is a small, fee-based advisory firm that manages portfolios for individuals and families, including small businesses. The firm’s stated activity is portfolio management, and it charges clients a percentage-of-assets fee. Railroad Street’s positioning favors liquid, exchange-traded instruments and equity exposure, with discretionary authority limited across much of its asset base. The adviser is not an active ESG investor and does not describe itself as a multi-state or pension consultant advisor. Investment activity centers on equity allocations delivered through exchange-traded vehicles and individual equities, with a tactical use of commodities as an alternative sleeve. Given the mix of discretionary and non-discretionary assets, Railroad Street appears to blend client-directed holdings with portfolios where the adviser exercises trade authority, suggesting client relationships that range from advisory oversight to direct portfolio management.
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 Equities82%
- Cash & Cash Equivalents18%
Contacts
1 of 1
Christopher Mamunes
PrincipalCRD 1529895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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