Technologies Abx

RIASEC Registered
Total AUM
$54.4M
Discretionary
$54.4M
100% of AUM
Avg account
$3.9M
Accounts
14
Employees
9
Advisory reps
1

Firm details

Headquarters
,
CRD number
337681
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses50.84%
  • Pooled Investment Vehicles36.62%
  • HNWI12.53%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Technologies Abx is a small, owner-operated advisory firm that combines liquid public-market management with allocations to third-party alternative managers. The firm operates as a limited liability company and presents a mixed client focus: institutional relationships alongside direct portfolio management for individuals and small businesses. Its fee model includes both a percentage-of-assets component and performance-based fees, which aligns the firm with managers that pursue active, outcome-driven strategies. Investment stance leans squarely toward equities as the preferred exposure, but the firm supplements public holdings with allocations to private-market and hedge strategies. Technologies Abx also acts in sponsor and general partner roles for pooled vehicles, indicating direct involvement in structuring or managing collective investment vehicles in addition to advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Owners & executives

1 of 1
  • Santiago Carranza

    Santiago Carranza

    Founder, President and Chief Compliance OfficerCRD 8134459

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth