THOR FINANCIAL TECHNOLOGIES
Firm details
- Headquarters
- GREENSBURG, Pennsylvania
- CRD number
- 310362
- Registered since
- July 15, 2022
- Website
- www.thorft.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Thor Financial Technologies is a limited liability company that registered with the SEC in 2022 to provide portfolio management services to investment companies. The firm targets institutional clients and structures fees as a percentage of assets under management with additional fee arrangements as needed. Its regulatory profile lists portfolio management for investment companies as the primary advisory activity, and it does not identify as an active ESG investor, a multi-state adviser, or a pension consultant. The firm operates with a highly concentrated client base and a focused mandate. Thor Financial Technologies relies on external managers for certain strategy exposure while using mutual funds as part of its liquid public market allocations. That mix suggests the firm designs portfolios for institutional vehicle-level mandates where access to specialized third‑party strategies complements core public market holdings.
Assets & Accounts
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
Owners & executives
1 of 1BRADLEY ROTH
Chief Investment OfficerCRD 5686432
Contacts
3 of 4TYLER TRIMBATH
Founding PrincipalCRD 6127734
CAMERON ROTH
Managing PartnerCRD 6903781
KEVIN RAMSIER
Co-FounderCRD 2418666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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