Stock Snips, Inc.
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 322544
- Registered since
- March 14, 2024
- Fee structure
- Percentage of AUM, Subscription Fees
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Stock Snips, Inc. is a corporate, SEC-registered institutional registered investment adviser (registered in 2024) that serves institutional clients. The firm is owned by a combination of a domestic entity and an individual and operates as an institutional RIA rather than a capital allocator. Its advisory focus includes portfolio management for investment companies, and it reports using a combination of percentage-of-AUM fees and subscription fees. Stock Snips, Inc. identifies as an active ESG investor and is not organized as a multi-state adviser, pension consultant, or related adviser.
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
Owners & executives
1 of 1
Ravindra Koka
CEOCRD 7591053
Contacts
2 of 2
Rebecca Wilde
Managing DirectorCRD 7606257
Walter Winshall
InvestorCRD 7658840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 800 Vinial St
- Time zone
- ET (UTC-5)
- Office locations
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