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 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

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

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

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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