ROW MANAGEMENT INC.

RIASEC Registered
Total AUM
$14M
Discretionary
$0
0% of AUM
Avg account
$368K
Accounts
38
Employees
2
Advisory reps
2

Firm details

Headquarters
Brooklynn, New York
CRD number
332345
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI50%
  • Individuals28.57%
  • Pension & Profit Sharing Plans21.43%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

ROW Management Inc. is a small, privately owned corporate RIA that focuses on fee-based portfolio management for individuals and small businesses. The firm is owned by an individual and bills clients as a percentage of assets under management. Its clientele mix includes individual and family investors plus some institutional relationships. ROW Management does not identify as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Insurance-company affiliation is listed among its industry ties.

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: Public Funds/Mutual Funds 90%, US Government Bonds 6%, Exchange Traded Equities 3%, Cash & Cash Equivalents 1%90%
  • Public Funds/Mutual Funds90%
  • US Government Bonds6%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Frank Martin

    Chief Investment OfficerCRD 2859847

  • GAVRIEL KANDKHOROV

    Managing Member And Chief Compliance OfficerCRD 4257621

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

Brooklynn, NY

KINGS

Location

Brooklynn, NY

Headquartered in Brooklynn, NY, 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
KINGS
Address
1035 Brighton Beach Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth