Teton Wealth Management, Inc.
RIASEC Registered
Total AUM
$7.2M
Discretionary
$7.2M
100% of AUM
Avg account
$1.2M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 138520
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Teton Wealth Management, Inc. operates as a corporation focused on providing a range of financial advisory services. The firm specializes in financial planning and portfolio management for both individuals and small businesses, as well as for larger institutions. Teton Wealth Management emphasizes a personalized approach to investment management, tailoring its services to meet the specific needs of its clients. The firm does not actively engage in ESG investing and does not operate as 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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Richard Bloom
Founder and PresidentCRD 5068014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations