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 institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2020. The firm serves institutional clients and is structured to provide portfolio management services for investment companies. Its revenue model is fee-based, charging a percentage of assets under management. Public disclosures indicate the adviser is not an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator, pension consultant, or related adviser to another adviser.

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

Owners & executives

1 of 1
  • Scott Freeze

    Founder & CEOCRD 2518935

Contacts

2 of 2
  • Kevin Ferguson

    MemberCRD 7224489

  • Michael Blaszczyk

    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

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Awards

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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