THINK TANK LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PALM SPRINGS, California
CRD number
325135
Fee structure
Hourly Charges

Firm profile

FINTRX

Overview

Think Tank LLC is organized as a limited liability company and is owned by an individual. The firm is classified in the dataset as an “Other Financial Product Salesperson,” and it charges clients on an hourly basis rather than using an asset-based fee model. The record does not show a year of SEC registration and lists the firm as unclassified for its adviser type. The dataset indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. It is also flagged as not being a capital allocator, which aligns with its stated business activity as a financial product salesperson rather than a manager that sponsors or directly allocates capital to third-party managers.

Assets & Accounts

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

Contacts

1 of 1
  • ROCCO DILUCCHIO

    OwnerCRD 4659380

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALM SPRINGS, CA

RIVERSIDE

Location

PALM SPRINGS, CA

Headquartered in PALM SPRINGS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
RIVERSIDE
Address
1502 S Palm Canyon Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth