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 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
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 1
Bradley Roth
Chief Investment OfficerCRD 5686432
Contacts
3 of 4
Tyler 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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