The Ensemble Team

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
3

Firm details

Headquarters
Seattle, Washington
CRD number
331144
Registered since
July 22, 2024
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

The Ensemble Team is organized as a limited liability company and is registered with the SEC as an institutional RIA (registration recorded in 2024). FINTRX classifies the firm as a capital allocator that focuses on selecting external managers rather than running extensive in-house strategies. Its advisory activity is described as "Selection Of Other Advisers," and it reports a non-standard fee arrangement ("Other"). The firm is not identified as an active ESG investor, is not a multi-state adviser per the dataset, and is not positioned as a pension consultant. An industry affiliation with an insurance company is noted, which may reflect referral or distribution relationships or a connection to insurance-affiliated capital.

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

Owners & executives

2 of 2
  • Mark Jaeger

    COO & CCOCRD 1308398

  • Adriel Tam

    Adriel Tam

    Founder & CEOCRD 5301024

Contacts

1 of 1
  • Mary Ann Ferreira

    Mary Ann Ferreira

    Financial PlannerCRD 704062

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
450 Alaskan Way S
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth