T.I.P.S. 4 Reps
Firm details
- Headquarters
- ,
- CRD number
- 291568
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI49.62%
- Pension & Profit Sharing Plans49.4%
- Individuals0.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
T.I.P.S. 4 Reps is an independent registered investment adviser organized as a limited liability company. The firm describes itself as a capital allocator that works with both individual and family clients as well as institutional entities. Its advisory services include financial planning, portfolio management for individuals and small businesses and for larger business or institutional clients, selection of other advisers, and pension consulting. The firm reports a flexible fee menu — percentage-of-AUM, hourly, fixed-fee and performance-based arrangements are all used. T.I.P.S. 4 Reps does not identify as an active ESG investor and is not registered as a multi-state 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
Asset composition
- Non-Exchange Traded Equities50%
- Investment Grade Corp Bonds20%
- Exchange Traded Equities15%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Contacts
1 of 1
John Vrablic
PresidentCRD 2368949
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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