SRN ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$108M
Discretionary
$108M
100% of AUM
Avg account
$108M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
HUNTINGDON VALLEY, Pennsylvania
CRD number
307155
Registered since
March 5, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

SRN Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2020. The firm serves institutional clients and is paid on a percentage-of-assets basis. Its primary advisory activity reported is portfolio management for investment companies. According to the profile, SRN Advisors is not a multi-state adviser, does not position itself as an ESG investor, and does not act as a pension consultant or capital allocator. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • SCOTT FREEZE

    Founder & CEOCRD 2518935

Contacts

2 of 2
  • KEVIN FERGUSON

    MemberCRD 7224489

  • MICHAEL BLASZCZYK

    Registered RepresentativeCRD 5736832

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HUNTINGDON VALLEY, PA

MONTGOMERY

Location

HUNTINGDON VALLEY, PA

Headquartered in HUNTINGDON VALLEY, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
2600 Philmont Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth