T/R Financial Management Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 117102
- Website
- www.trfinancial.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals50.32%
- HNWI49.56%
- Corporations / Businesses0.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
T/R Financial Management Group, LLC is an independent, individual-owned registered investment adviser operating as an LLC. The firm serves both individual and family clients as well as institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its advisory fee arrangements include a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. An accounting affiliation is listed among its industry connections.
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 Funds53%
- US Government Bonds15%
- Investment Grade Corp Bonds11%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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