Tech Fp
RIASEC Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$83.9K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 321834
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tech Fp is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm bills on a percentage-of-AUM and fixed-fee basis and provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Tech Fp identifies itself as a capital allocator and performs manager selection, but it does not position itself as an active ESG investor or a multi-state adviser.
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 Equities79%
- Cash & Cash Equivalents21%
Contacts
1 of 1
Alex Crouch
Founder and CCOCRD 6021500
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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