SUPPORTING YOUR CHOICES INC.
Firm details
- Headquarters
- ,
- CRD number
- 125367
- Website
- supportingyourchoices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI77.16%
- Charitable Organizations13.3%
- Individuals9.55%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Supporting Your Choices Inc. is an independent Registered Investment Advisor (RIA) that focuses on providing a range of financial services to both individual and institutional clients. The firm operates under a corporate structure and is owned by an individual. Its primary business activities include financial planning services, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not engage in capital allocation or pension consulting and is not classified as a multi-state adviser. Supporting Your Choices Inc. does not actively invest in ESG (Environmental, Social, and Governance) opportunities.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities44%
- Non-Exchange Traded Equities29%
- Public Funds/Mutual Funds21%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Contacts
1 of 1BOBBIE MUNROE
Owner, PresidentCRD 3106212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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