System Research, LLC
RIASEC Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$124K
Accounts
32
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 155311
- Website
- sysre.com
- Custodians
- CHARLES SCHWAB & CO., INC., GUGGENHEIM INVESTOR SERVICES, LLC, PROFUNDS DISTRIBUTORS, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.1%
- Individuals10.9%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
System Research, LLC is a small, individually owned advisory firm organized as a limited liability company. It serves individual and family clients, charging fees as a percentage of assets under management and positioning itself around portfolio management for individuals and small businesses alongside market-timing services. The firm does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and is not structured as a capital allocator or a pension consultant.
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
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities46%
Contacts
1 of 1
Vinay Munikoti
OwnerCRD 5851790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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