ROW Your Own Boat
RIASEC Registered
Total AUM
$544K
Discretionary
$544K
100% of AUM
Avg account
$109K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 291886
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
ROW Your Own Boat is a small, privately held limited liability company that provides discretionary portfolio management to both individuals/small businesses and to business or institutional clients. The adviser charges fees as a percentage of assets under management. It is not designated as an active ESG investor, is not a capital allocator, and is not registered as a multistate or pension consultant adviser in the FINTRX summary.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Owners & executives
1 of 1
Erich Barchi
Chief Investment Officer & Chief Compliance OfficerCRD 6497539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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