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 advisory firm that registered with the SEC in 2024 and serves institutional clients. Its stated advisory activity is portfolio management for investment companies. The firm charges fees as a percentage of assets under management and also uses subscription-style fees. It identifies as an active ESG investor. Ownership is listed as a combination of a domestic entity and an individual; the firm is not classified under a standard category in the source data and is described as not functioning as a capital allocator.
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 1RAVINDRA KOKA
CEOCRD 7591053
Contacts
2 of 2REBECCA 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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