Thor Financial Technologies

RIASEC RegisteredEst. 2022
Total AUM
$217M
Discretionary
$217M
100% of AUM
Avg account
$109M
Accounts
2
Employees
5
Advisory reps
5

Firm details

Headquarters
Greensburg, Pennsylvania
CRD number
310362
Registered since
July 15, 2022
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Thor Financial Technologies LLC is an SEC-registered institutional registered investment adviser that began registration in 2022. The firm serves an institutional client base and lists portfolio management for investment companies as its primary advisory activity. Ownership is a mix of domestic entity and individual ownership; the firm is not classified as a capital allocator and does not report related-adviser status. Its fee model includes a percentage-of-assets-under-management component alongside other fee arrangements. Thor Financial Technologies does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Bradley Roth

    Bradley Roth

    Chief Investment OfficerCRD 5686432

Contacts

3 of 4
  • Tyler Trimbath

    Tyler Trimbath

    Founding PrincipalCRD 6127734

  • Cameron Roth

    Cameron Roth

    Managing PartnerCRD 6903781

  • Kevin Ramsier

    Kevin Ramsier

    Co-FounderCRD 2418666

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Greensburg, PA

Westmoreland

Location

Greensburg, PA

Headquartered in Greensburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Westmoreland
Address
327 W Pittsburgh St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth