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 organized as a limited liability company and is classified as an institutional registered investment adviser. The firm serves institutional clients while also offering portfolio management services for individuals and small businesses. Its compensation combines a percentage-of-AUM component with performance-based fees, a structure consistent with managers that employ both liquid public strategies and fee-bearing alternative vehicles. The adviser is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a capital allocator in the source record. Industry affiliations indicate the firm acts as an investment adviser and sponsor and has roles as a general partner or managing member of pooled investment vehicles.

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth